Sound Income Strategies’s MSCI MSCI Stock Holding History

Sound Income Strategies’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	–	Sell	-18	Closed	-$9.7K	–	1667
2026 Q1	$9.7K	Buy	18 +14	+350%	+$7.89K	﹤0.01%	1520
2025 Q4	$2.42K	Buy	4 +3	+300%	+$1.68K	﹤0.01%	2078
2025 Q3	$558	Hold	1	–	–	﹤0.01%	1520
2025 Q2	$577	Sell	1 -19	-95%	-$10.5K	﹤0.01%	1439
2025 Q1	$11.3K	Buy	20 +11	+122%	+$6.39K	﹤0.01%	878
2024 Q4	$5.4K	Buy	9 +7	+350%	+$4.2K	﹤0.01%	969
2024 Q3	$1.17K	Hold	2	–	–	﹤0.01%	1227
2024 Q2	$964	Hold	2	–	–	﹤0.01%	1207
2024 Q1	$1.12K	Hold	2	–	–	﹤0.01%	1160
2023 Q4	$1.13K	Buy	+2	New	+$1.03K	﹤0.01%	1154
2022 Q3	–	Sell	-1	Closed	–	–	941
2022 Q2	$0	Hold	1	–	–	﹤0.01%	928
2022 Q1	$1K	Buy	+1	New	+$519	﹤0.01%	814

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Sound Income Strategies's MSCI Position: Q2 2026 in Review

Sound Income Strategies sold out of MSCI (MSCI) in Q2 2026, closing a stake of 18 shares — an estimated $9.7K sold.

Sound Income Strategies first reported a position in MSCI in Q1 2022 and held it in 12 quarters. The position peaked at $11.3K in Q1 2025. 748 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Sound Income Strategies reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 18 MSCI shares in Q2 2026, an estimated $9.7K.
Sound Income Strategies first reported a position in MSCI in Q1 2022 and held it in 12 quarters.
Sound Income Strategies's MSCI position peaked at $11.3K in Q1 2025.
748 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.