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Ritholtz Wealth Management’s MSCI MSCI Stock Holding History

Ritholtz Wealth Management’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 		$1.78M Buy
3,185
+176
+6% +$103K 0.03% 450
2026
Q1 		$1.62M Buy
3,009
+162
+6% +$91.3K 0.03% 425
2025
Q4 		$1.63M Buy
2,847
+190
+7% +$107K 0.03% 394
2025
Q3 		$1.51M Buy
2,657
+1,790
+206% +$1.01M 0.03% 405
2025
Q2 		$500K Buy
867
+55
+7% +$30.4K 0.01% 640
2025
Q1 		$459K Buy
812
+153
+23% +$88.9K 0.01% 617
2024
Q4 		$395K Buy
659
+36
+6% +$21.6K 0.01% 627
2024
Q3 		$363K Sell
623
-472
-43% -$256K 0.01% 654
2024
Q2 		$528K Sell
1,095
-3,051
-74% -$1.51M 0.02% 508
2024
Q1 		$2.32M Buy
4,146
+1
+0% +$562 0.08% 168
2023
Q4 		$2.34M Buy
4,145
+1
+0% +$516 0.09% 137
2023
Q3 		$2.13M Buy
4,144
+9
+0.2% +$4.73K 0.1% 130
2023
Q2 		$1.94M Sell
4,135
-316
-7% -$154K 0.09% 145
2023
Q1 		$2.49M Buy
+4,451
New +$2.35M 0.12% 100
2022
Q4 		– Sell
-7,488
Closed -$3.16M – 684
2022
Q3 		$3.16M Buy
7,488
+4,094
+121% +$1.87M 0.17% 81
2022
Q2 		$1.4M Buy
+3,394
New +$1.48M 0.09% 140

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

Ritholtz Wealth Management's MSCI Position: Q2 2026 in Review

Ritholtz Wealth Management increased its MSCI (MSCI) stake by 5.8% in Q2 2026, buying an estimated $103K and bringing the position to 3,185 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #450.

Ritholtz Wealth Management first reported a position in MSCI in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.16M in Q3 2022. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Ritholtz Wealth Management held 3,185 shares of MSCI worth $1.78M as of Q2 2026.
  • Ritholtz Wealth Management bought 176 MSCI shares in Q2 2026, an estimated $103K.
  • MSCI made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #450 holding.
  • Ritholtz Wealth Management first reported a position in MSCI in Q2 2022 and has held it in 16 quarters since.
  • Ritholtz Wealth Management's MSCI position peaked at $3.16M in Q3 2022.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.