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Rational Advisors’s MSCI MSCI Stock Holding History

Rational Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.1K Hold
27
– – ﹤0.01% 175
2026
Q1 		$14.6K Hold
27
– – ﹤0.01% 157
2025
Q4 		$15.5K Buy
27
+5
+23% +$2.8K ﹤0.01% 162
2025
Q3 		$12.5K Sell
22
-14
-39% -$7.91K ﹤0.01% 174
2025
Q2 		$20.8K Buy
+36
New +$19.9K ﹤0.01% 167
2023
Q4 		– Sell
-10
Closed -$4.69K – 251
2023
Q3 		$4.69K Hold
10
– – ﹤0.01% 252
2023
Q2 		$4.69K Buy
+10
New +$4.88K ﹤0.01% 243
2020
Q4 		– Sell
-13
Closed -$5K – 469
2020
Q3 		$5K Buy
+13
New +$4.72K ﹤0.01% 380
2020
Q2 		– Sell
-2,432
Closed -$702K – 528
2020
Q1 		$702K Sell
2,432
-677
-22% -$192K 0.51% 56
2019
Q4 		$803K Buy
3,109
+1,301
+72% +$317K 0.38% 71
2019
Q3 		$394K Buy
+1,808
New +$419K 0.15% 160
2016
Q4 		– Sell
-1,250
Closed -$105K – 271
2016
Q3 		$105K Buy
+1,250
New +$106K 0.07% 233
2013
Q4 		$163K Sell
3,720
-330
-8% -$13.9K 0.01% 508
2013
Q3 		$163K Sell
4,050
-27
-0.7% -$1.01K 0.01% 543
2013
Q2 		$136K Buy
+4,077
New +$138K 0.01% 564

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rational Advisors's MSCI Position: Q2 2026 in Review

Rational Advisors held its MSCI (MSCI) position steady in Q2 2026 at 27 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

Rational Advisors first reported a position in MSCI in Q2 2013 and has held it in 15 quarters since. The position peaked at $803K in Q4 2019. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Rational Advisors held 27 shares of MSCI worth $15.1K as of Q2 2026.
  • Rational Advisors left its MSCI share count unchanged in Q2 2026.
  • MSCI made up ﹤0.01% of Rational Advisors's portfolio in Q2 2026, its #175 holding.
  • Rational Advisors first reported a position in MSCI in Q2 2013 and has held it in 15 quarters since.
  • Rational Advisors's MSCI position peaked at $803K in Q4 2019.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.