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TD Private Client Wealth’s MSCI MSCI Stock Holding History

TD Private Client Wealth’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 		$85.2K Sell
158
-157
-50% -$88.5K ﹤0.01% 782
2025
Q4 		$181K Sell
315
-3
-0.9% -$1.68K ﹤0.01% 680
2025
Q3 		$180K Buy
318
+184
+137% +$104K ﹤0.01% 675
2025
Q2 		$77.3K Sell
134
-1,334
-91% -$738K ﹤0.01% 773
2025
Q1 		$830K Sell
1,468
-2,839
-66% -$1.65M 0.02% 376
2024
Q4 		$2.58M Buy
4,307
+1,092
+34% +$655K 0.07% 189
2024
Q3 		$1.87M Buy
3,215
+1,168
+57% +$633K 0.05% 250
2024
Q2 		$986K Sell
2,047
-3,190
-61% -$1.58M 0.03% 348
2024
Q1 		$2.94M Sell
5,237
-625
-11% -$351K 0.1% 161
2023
Q4 		$3.32M Sell
5,862
-2,094
-26% -$1.08M 0.12% 143
2023
Q3 		$4.08M Sell
7,956
-398
-5% -$209K 0.18% 116
2023
Q2 		$3.92M Sell
8,354
-59
-0.7% -$28.8K 0.17% 133
2023
Q1 		$4.71M Sell
8,413
-214
-2% -$113K 0.21% 106
2022
Q4 		$4.01M Sell
8,627
-46
-0.5% -$21.4K 0.19% 120
2022
Q3 		$3.66M Sell
8,673
-303
-3% -$139K 0.19% 125
2022
Q2 		$3.7M Sell
8,976
-3,094
-26% -$1.35M 0.18% 125
2022
Q1 		$6.07M Sell
12,070
-2,779
-19% -$1.44M 0.26% 87
2021
Q4 		$9.1M Sell
14,849
-671
-4% -$421K 0.38% 53
2021
Q3 		$9.44M Sell
15,520
-238
-2% -$145K 0.4% 50
2021
Q2 		$8.4M Buy
15,758
+252
+2% +$120K 0.36% 62
2021
Q1 		$6.5M Buy
15,506
+2,087
+16% +$877K 0.3% 71
2020
Q4 		$5.99M Buy
13,419
+901
+7% +$354K 0.3% 77
2020
Q3 		$4.47M Sell
12,518
-1,031
-8% -$374K 0.25% 88
2020
Q2 		$4.52M Buy
13,549
+1,340
+11% +$433K 0.26% 79
2020
Q1 		$3.53M Sell
12,209
-324
-3% -$91.8K 0.25% 91
2019
Q4 		$3.24M Buy
+12,533
New +$3.06M 0.19% 129

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

TD Private Client Wealth's MSCI Position: Q1 2026 in Review

TD Private Client Wealth reduced its MSCI (MSCI) stake by 50% in Q1 2026, selling an estimated $88.5K and leaving 158 shares worth $85.2K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

TD Private Client Wealth first reported a position in MSCI in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.44M in Q3 2021. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • TD Private Client Wealth held 158 shares of MSCI worth $85.2K as of Q1 2026.
  • TD Private Client Wealth sold 157 MSCI shares in Q1 2026, an estimated $88.5K.
  • MSCI made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #782 holding.
  • TD Private Client Wealth first reported a position in MSCI in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's MSCI position peaked at $9.44M in Q3 2021.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.