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SFMG Wealth Advisors’s MSCI MSCI Stock Holding History

SFMG Wealth 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
Q1 		$808K Buy
1,499
+26
+2% +$14.7K 0.05% 132
2025
Q4 		$845K Buy
1,473
+348
+31% +$195K 0.06% 124
2025
Q3 		$638K Buy
1,125
+400
+55% +$226K 0.04% 144
2025
Q2 		$418K Sell
725
-2
-0.3% -$1.11K 0.03% 174
2025
Q1 		$411K Sell
727
-7
-1% -$4.07K 0.03% 167
2024
Q4 		$440K Hold
734
– – 0.03% 162
2024
Q3 		$428K Sell
734
-2
-0.3% -$1.08K 0.03% 160
2024
Q2 		$355K Sell
736
-1
-0.1% -$496 0.03% 174
2024
Q1 		$413K Hold
737
– – 0.04% 166
2023
Q4 		$417K Sell
737
-2
-0.3% -$1.03K 0.04% 158
2023
Q3 		$379K Hold
739
– – 0.04% 157
2023
Q2 		$347K Sell
739
-13
-2% -$6.34K 0.04% 162
2023
Q1 		$421K Buy
752
+22
+3% +$11.6K 0.05% 146
2022
Q4 		$340K Sell
730
-2
-0.3% -$931 0.04% 169
2022
Q3 		$294K Buy
732
+11
+2% +$5.04K 0.03% 174
2022
Q2 		$297K Sell
721
-14
-2% -$6.09K 0.03% 180
2022
Q1 		$370K Sell
735
-2
-0.3% -$1.04K 0.04% 179
2021
Q4 		$452K Sell
737
-112
-13% -$70.2K 0.04% 164
2021
Q3 		$516K Sell
849
-5
-0.6% -$3.06K 0.06% 142
2021
Q2 		$455K Buy
854
+28
+3% +$13.3K 0.05% 162
2021
Q1 		$346K Hold
826
– – 0.04% 174
2020
Q4 		$369K Buy
+826
New +$324K 0.05% 151

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

SFMG Wealth Advisors's MSCI Position: Q1 2026 in Review

SFMG Wealth Advisors increased its MSCI (MSCI) stake by 1.8% in Q1 2026, buying an estimated $14.7K and bringing the position to 1,499 shares worth $808K. The position accounts for 0.05% of the portfolio, ranked #132.

SFMG Wealth Advisors first reported a position in MSCI in Q4 2020 and has held it in 22 quarters since. The position peaked at $845K in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • SFMG Wealth Advisors held 1,499 shares of MSCI worth $808K as of Q1 2026.
  • SFMG Wealth Advisors bought 26 MSCI shares in Q1 2026, an estimated $14.7K.
  • MSCI made up 0.05% of SFMG Wealth Advisors's portfolio in Q1 2026, its #132 holding.
  • SFMG Wealth Advisors first reported a position in MSCI in Q4 2020 and has held it in 22 quarters since.
  • SFMG Wealth Advisors's MSCI position peaked at $845K in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.