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Smartleaf Asset Management’s MSCI MSCI Stock Holding History

Smartleaf Asset Management’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 		$537K Buy
1,010
+49
+5% +$27.6K 0.02% 516
2025
Q4 		$560K Sell
961
-129
-12% -$72.4K 0.02% 507
2025
Q3 		$620K Buy
1,090
+520
+91% +$294K 0.04% 432
2025
Q2 		$329K Sell
570
-136
-19% -$75.3K 0.03% 458
2025
Q1 		$394K Buy
706
+103
+17% +$59.9K 0.04% 409
2024
Q4 		$362K Buy
603
+137
+29% +$82.2K 0.04% 400
2024
Q3 		$268K Buy
466
+233
+100% +$126K 0.03% 420
2024
Q2 		$113K Buy
233
+92
+65% +$45.6K 0.02% 541
2024
Q1 		$78.5K Buy
141
+110
+355% +$61.8K 0.02% 580
2023
Q4 		$17.7K Buy
+31
New +$16K ﹤0.01% 685

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

Smartleaf Asset Management's MSCI Position: Q1 2026 in Review

Smartleaf Asset Management increased its MSCI (MSCI) stake by 5.1% in Q1 2026, buying an estimated $27.6K and bringing the position to 1,010 shares worth $537K. The position accounts for 0.02% of the portfolio, ranked #516.

Smartleaf Asset Management first reported a position in MSCI in Q4 2023 and has held it in 10 quarters since. The position peaked at $620K in Q3 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Smartleaf Asset Management held 1,010 shares of MSCI worth $537K as of Q1 2026.
  • Smartleaf Asset Management bought 49 MSCI shares in Q1 2026, an estimated $27.6K.
  • MSCI made up 0.02% of Smartleaf Asset Management's portfolio in Q1 2026, its #516 holding.
  • Smartleaf Asset Management first reported a position in MSCI in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's MSCI position peaked at $620K in Q3 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.