SFA
MSCI icon

Sequoia Financial Advisors’s MSCI MSCI Stock Holding History

Sequoia Financial Advisors’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 		$1.59M Buy
2,835
+111
+4% +$64.8K 0.01% 733
2026
Q1 		$1.47M Sell
2,724
-481
-15% -$271K 0.01% 727
2025
Q4 		$1.84M Buy
3,205
+418
+15% +$234K 0.01% 609
2025
Q3 		$1.58M Buy
2,787
+227
+9% +$128K 0.01% 602
2025
Q2 		$1.48M Buy
2,560
+110
+4% +$60.9K 0.01% 557
2025
Q1 		$1.39M Sell
2,450
-280
-10% -$163K 0.01% 520
2024
Q4 		$1.64M Buy
2,730
+412
+18% +$247K 0.02% 460
2024
Q3 		$1.35M Buy
2,318
+302
+15% +$164K 0.01% 461
2024
Q2 		$971K Buy
2,016
+142
+8% +$70.5K 0.01% 490
2024
Q1 		$1.05M Sell
1,874
-2,458
-57% -$1.38M 0.01% 465
2023
Q4 		$2.45M Buy
4,332
+3,049
+238% +$1.57M 0.03% 314
2023
Q3 		$658K Buy
1,283
+506
+65% +$266K 0.01% 433
2023
Q2 		$365K Buy
777
+1
+0.1% +$488 0.01% 626
2023
Q1 		$434K Buy
776
+23
+3% +$12.2K 0.01% 507
2022
Q4 		$350K Buy
753
+218
+41% +$101K 0.01% 535
2022
Q3 		$226K Sell
535
-28
-5% -$12.8K 0.01% 461
2022
Q2 		$232K Buy
563
+110
+24% +$47.9K 0.01% 512
2022
Q1 		$228K Buy
453
+103
+29% +$53.4K 0.01% 585
2021
Q4 		$214K Buy
+350
New +$220K 0.01% 536

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 $3.37T AUM 44.26% 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

Sequoia Financial Advisors's MSCI Position: Q2 2026 in Review

Sequoia Financial Advisors increased its MSCI (MSCI) stake by 4.1% in Q2 2026, buying an estimated $64.8K and bringing the position to 2,835 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #733.

Sequoia Financial Advisors first reported a position in MSCI in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.45M in Q4 2023. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Sequoia Financial Advisors held 2,835 shares of MSCI worth $1.59M as of Q2 2026.
  • Sequoia Financial Advisors bought 111 MSCI shares in Q2 2026, an estimated $64.8K.
  • MSCI made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #733 holding.
  • Sequoia Financial Advisors first reported a position in MSCI in Q4 2021 and has held it in 19 quarters since.
  • Sequoia Financial Advisors's MSCI position peaked at $2.45M in Q4 2023.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.