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Security Financial Services’s MSCI MSCI Stock Holding History

Security Financial Services’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
-673
Closed -$386K – 222
2025
Q4 		$386K Sell
673
-24
-3% -$13.5K 0.06% 153
2025
Q3 		$395K Buy
697
+7
+1% +$3.96K 0.06% 152
2025
Q2 		$398K Buy
690
+133
+24% +$73.6K 0.07% 131
2025
Q1 		$315K Buy
557
+58
+12% +$33.7K 0.06% 143
2024
Q4 		$299K Buy
499
+26
+5% +$15.6K 0.06% 133
2024
Q3 		$276K Buy
+473
New +$256K 0.06% 140
2024
Q2 		– Sell
-381
Closed -$214K – 188
2024
Q1 		$214K Buy
+381
New +$214K 0.05% 179

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

Security Financial Services's MSCI Position: Q1 2026 in Review

Security Financial Services sold out of MSCI (MSCI) in Q1 2026, closing a stake of 673 shares — an estimated $386K sold.

Security Financial Services first reported a position in MSCI in Q1 2024 and held it in 7 quarters. The position peaked at $398K in Q2 2025. 1,066 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Security Financial Services reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Security Financial Services sold 673 MSCI shares in Q1 2026, an estimated $386K.
  • Security Financial Services first reported a position in MSCI in Q1 2024 and held it in 7 quarters.
  • Security Financial Services's MSCI position peaked at $398K in Q2 2025.
  • 1,066 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Security Financial Services's 13F filing for Q1 2026, filed 27 May 2026.