Rothschild Investment LLC’s MSCI MSCI Stock Holding History

Rothschild Investment LLC’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	$485K	Buy	866 +386	+80%	+$225K	0.02%	606
2026 Q1	$259K	Buy	480 +356	+287%	+$201K	0.01%	588
2025 Q4	$71.3K	Sell	124 -356	-74%	-$200K	﹤0.01%	920
2025 Q3	$272K	Buy	480 +418	+674%	+$236K	0.02%	510
2025 Q2	$35.8K	Sell	62 -2	-3%	-$1.11K	﹤0.01%	864
2025 Q1	$36.2K	Sell	64 -19	-23%	-$11K	﹤0.01%	858
2024 Q4	$49.8K	Buy	83 +3	+4%	+$1.8K	﹤0.01%	779
2024 Q3	$46.6K	Buy	80 +26	+48%	+$14.1K	﹤0.01%	786
2024 Q2	$26K	Sell	54 -142	-72%	-$70.5K	﹤0.01%	908
2024 Q1	$110K	Buy	196 +8	+4%	+$4.5K	0.01%	582
2023 Q4	$106K	Buy	+188	New	+$97K	0.01%	521

Other funds holding MSCI

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Rothschild Investment LLC's MSCI Position: Q2 2026 in Review

Rothschild Investment LLC increased its MSCI (MSCI) stake by 80% in Q2 2026, buying an estimated $225K and bringing the position to 866 shares worth $485K. The position accounts for 0.02% of the portfolio, ranked #606.

Rothschild Investment LLC first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since. 521 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Rothschild Investment LLC held 866 shares of MSCI worth $485K as of Q2 2026.
Rothschild Investment LLC bought 386 MSCI shares in Q2 2026, an estimated $225K.
MSCI made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #606 holding.
Rothschild Investment LLC first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since.
521 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.