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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
Q2 		$564K Hold
1,010
– – 0.02% 526
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 $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

Smartleaf Asset Management's MSCI Position: Q2 2026 in Review

Smartleaf Asset Management held its MSCI (MSCI) position steady in Q2 2026 at 1,010 shares worth $564K. The position accounts for 0.02% of the portfolio, ranked #526.

Smartleaf Asset Management first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $620K in Q3 2025. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Smartleaf Asset Management held 1,010 shares of MSCI worth $564K as of Q2 2026.
  • Smartleaf Asset Management left its MSCI share count unchanged in Q2 2026.
  • MSCI made up 0.02% of Smartleaf Asset Management's portfolio in Q2 2026, its #526 holding.
  • Smartleaf Asset Management first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's MSCI position peaked at $620K in Q3 2025.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.