Retirement Wealth Solutions
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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
Q3 		$2.16K Buy
4
+2
+100% +$1.14K ﹤0.01% 589
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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Retirement Wealth Solutions's MSCI Position: Q3 2026 in Review

Retirement Wealth Solutions increased its MSCI (MSCI) stake by 100% in Q3 2026, buying an estimated $1.14K and bringing the position to 4 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Retirement Wealth Solutions first reported a position in MSCI in Q3 2025 and has held it in 5 quarters since. 170 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Retirement Wealth Solutions held 4 shares of MSCI worth $2.16K as of Q3 2026.
  • Retirement Wealth Solutions bought 2 MSCI shares in Q3 2026, an estimated $1.14K.
  • MSCI made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #589 holding.
  • Retirement Wealth Solutions first reported a position in MSCI in Q3 2025 and has held it in 5 quarters since.
  • 170 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.