Salvus Wealth Management’s MSCI MSCI Stock Holding History

Salvus 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	$463K	Sell	826 -113	-12%	-$65.9K	0.26%	93
2026 Q1	$506K	Buy	939 +35	+4%	+$19.7K	0.29%	83
2025 Q4	$519K	Buy	904 +37	+4%	+$20.8K	0.29%	77
2025 Q3	$492K	Buy	867 +48	+6%	+$27.1K	0.27%	82
2025 Q2	$472K	Sell	819 -5	-0.6%	-$2.77K	0.28%	84
2025 Q1	$466K	Buy	824 +21	+3%	+$12.2K	0.29%	86
2024 Q4	$482K	Buy	803 +22	+3%	+$13.2K	0.31%	85
2024 Q3	$455K	Buy	781 +290	+59%	+$157K	0.28%	89
2024 Q2	$237K	Buy	+491	New	+$244K	0.16%	102

Other funds holding MSCI

PAM

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

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

BFS

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Salvus Wealth Management reduced its MSCI (MSCI) stake by 12% in Q2 2026, selling an estimated $65.9K and leaving 826 shares worth $463K. The position accounts for 0.26% of the portfolio, ranked #93.

Salvus Wealth Management first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since. The position peaked at $519K in Q4 2025. 135 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Salvus Wealth Management held 826 shares of MSCI worth $463K as of Q2 2026.
Salvus Wealth Management sold 113 MSCI shares in Q2 2026, an estimated $65.9K.
MSCI made up 0.26% of Salvus Wealth Management's portfolio in Q2 2026, its #93 holding.
Salvus Wealth Management first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since.
Salvus Wealth Management's MSCI position peaked at $519K in Q4 2025.
135 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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