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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Savvy Advisors Inc's MSCI Position: Q1 2026 in Review

Savvy Advisors Inc increased its MSCI (MSCI) stake by 46% in Q1 2026, buying an estimated $224K and bringing the position to 1,269 shares worth $684K. The position accounts for 0.02% of the portfolio, ranked #558.

Savvy Advisors Inc first reported a position in MSCI in Q1 2025 and has held it in 5 quarters since. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Savvy Advisors Inc held 1,269 shares of MSCI worth $684K as of Q1 2026.
  • Savvy Advisors Inc bought 398 MSCI shares in Q1 2026, an estimated $224K.
  • MSCI made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #558 holding.
  • Savvy Advisors Inc first reported a position in MSCI in Q1 2025 and has held it in 5 quarters since.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.