SAG
MSCI icon

SageView Advisory Group’s MSCI MSCI Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-47
Closed -$27K – 1742
2025
Q4 		$27K Buy
+47
New +$26.4K ﹤0.01% 1331
2024
Q3 		– Sell
-643
Closed -$310K – 544
2024
Q2 		$310K Sell
643
-5,739
-90% -$2.85M 0.01% 420
2024
Q1 		$601K Buy
6,382
+5,554
+671% +$3.12M 0.03% 285
2023
Q4 		$499K Buy
+828
New +$427K 0.02% 399

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SageView Advisory Group's MSCI Position: Q1 2026 in Review

SageView Advisory Group sold out of MSCI (MSCI) in Q1 2026, closing a stake of 47 shares — an estimated $27K sold.

SageView Advisory Group first reported a position in MSCI in Q4 2023 and held it in 4 quarters. The position peaked at $601K in Q1 2024. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • SageView Advisory Group reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 47 MSCI shares in Q1 2026, an estimated $27K.
  • SageView Advisory Group first reported a position in MSCI in Q4 2023 and held it in 4 quarters.
  • SageView Advisory Group's MSCI position peaked at $601K in Q1 2024.
  • 1,067 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.