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 Q3	–	Sell	-826	Closed	-$463K	–	136
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

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Salvus Wealth Management's MSCI Position: Q3 2026 in Review

Salvus Wealth Management sold out of MSCI (MSCI) in Q3 2026, closing a stake of 826 shares — an estimated $463K sold.

Salvus Wealth Management first reported a position in MSCI in Q2 2024 and held it in 9 quarters. The position peaked at $519K in Q4 2025. 140 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

Salvus Wealth Management reported no remaining MSCI position as of Q3 2026 after selling out during the quarter.
Salvus Wealth Management sold 826 MSCI shares in Q3 2026, an estimated $463K.
Salvus Wealth Management first reported a position in MSCI in Q2 2024 and held it in 9 quarters.
Salvus Wealth Management's MSCI position peaked at $519K in Q4 2025.
140 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Salvus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.