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Retirement Wealth Solutions’s MSCI MSCI Stock Holding History

Retirement Wealth Solutions’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 		$1.12K Hold
2
– – ﹤0.01% 624
2026
Q1 		$1.08K Buy
2
+1
+100% +$564 ﹤0.01% 625
2025
Q4 		$574 Hold
1
– – ﹤0.01% 660
2025
Q3 		$568 Buy
+1
New +$565 ﹤0.01% 677

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

Retirement Wealth Solutions's MSCI Position: Q2 2026 in Review

Retirement Wealth Solutions held its MSCI (MSCI) position steady in Q2 2026 at 2 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Retirement Wealth Solutions first reported a position in MSCI in Q3 2025 and has held it in 4 quarters since. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Retirement Wealth Solutions held 2 shares of MSCI worth $1.12K as of Q2 2026.
  • Retirement Wealth Solutions left its MSCI share count unchanged in Q2 2026.
  • MSCI made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #624 holding.
  • Retirement Wealth Solutions first reported a position in MSCI in Q3 2025 and has held it in 4 quarters since.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.