Sowell Financial Services’s MSCI MSCI Stock Holding History

Sowell Financial Services’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	–	Sell	-593	Closed	-$340K	–	1166
2025 Q4	$340K	Buy	593 +37	+7%	+$20.8K	0.01%	780
2025 Q3	$316K	Buy	556 +6	+1%	+$3.39K	0.01%	793
2025 Q2	$317K	Sell	550 -41	-7%	-$22.7K	0.01%	760
2025 Q1	$334K	Buy	+591	New	+$344K	0.02%	716
2021 Q2	–	Sell	-632	Closed	-$301K	–	1897
2021 Q1	$301K	Buy	632 +25	+4%	+$10.5K	0.01%	846
2020 Q4	$271K	Sell	607 -271	-31%	-$106K	0.01%	738
2020 Q3	$313K	Sell	878 -313	-26%	-$114K	0.02%	602
2020 Q2	$397K	Sell	1,191 -2,725	-70%	-$881K	0.02%	517
2020 Q1	$1.13M	Sell	3,916 -1,713	-30%	-$485K	0.08%	236
2019 Q4	$1.45M	Buy	5,629 +112	+2%	+$27.3K	0.11%	197
2019 Q3	$1.2M	Buy	+5,517	New	+$1.28M	0.1%	215
2019 Q1	$486K	Buy	2,444 +178	+8%	+$31K	0.05%	331
2018 Q4	$334K	Buy	2,266 +24	+1%	+$3.65K	0.05%	361
2018 Q3	$398K	Buy	+2,242	New	+$389K	0.06%	233

Other funds holding MSCI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

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

Sowell Financial Services's MSCI Position: Q1 2026 in Review

Sowell Financial Services sold out of MSCI (MSCI) in Q1 2026, closing a stake of 593 shares — an estimated $340K sold.

Sowell Financial Services first reported a position in MSCI in Q3 2018 and held it in 14 quarters. The position peaked at $1.45M in Q4 2019. 1,063 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Sowell Financial Services reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
Sowell Financial Services sold 593 MSCI shares in Q1 2026, an estimated $340K.
Sowell Financial Services first reported a position in MSCI in Q3 2018 and held it in 14 quarters.
Sowell Financial Services's MSCI position peaked at $1.45M in Q4 2019.
1,063 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.