SAI
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Savvy Advisors Inc’s MSCI MSCI Stock Holding History

Savvy Advisors Inc’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 		$465K Sell
831
-438
-35% -$256K 0.01% 812
2026
Q1 		$684K Buy
1,269
+398
+46% +$224K 0.02% 558
2025
Q4 		$500K Buy
871
+10
+1% +$5.61K 0.02% 566
2025
Q3 		$489K Buy
861
+346
+67% +$196K 0.02% 432
2025
Q2 		$297K Buy
515
+146
+40% +$80.8K 0.02% 495
2025
Q1 		$209K Buy
+369
New +$214K 0.02% 486

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's MSCI Position: Q2 2026 in Review

Savvy Advisors Inc reduced its MSCI (MSCI) stake by 35% in Q2 2026, selling an estimated $256K and leaving 831 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #812.

Savvy Advisors Inc first reported a position in MSCI in Q1 2025 and has held it in 6 quarters since. The position peaked at $684K in Q1 2026. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Savvy Advisors Inc held 831 shares of MSCI worth $465K as of Q2 2026.
  • Savvy Advisors Inc sold 438 MSCI shares in Q2 2026, an estimated $256K.
  • MSCI made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #812 holding.
  • Savvy Advisors Inc first reported a position in MSCI in Q1 2025 and has held it in 6 quarters since.
  • Savvy Advisors Inc's MSCI position peaked at $684K in Q1 2026.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.