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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
Q2 		$60.5K Sell
108
-50
-32% -$29.2K ﹤0.01% 854
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 $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

TD Private Client Wealth's MSCI Position: Q2 2026 in Review

TD Private Client Wealth reduced its MSCI (MSCI) stake by 32% in Q2 2026, selling an estimated $29.2K and leaving 108 shares worth $60.5K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

TD Private Client Wealth first reported a position in MSCI in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.44M in Q3 2021. 1,083 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • TD Private Client Wealth held 108 shares of MSCI worth $60.5K as of Q2 2026.
  • TD Private Client Wealth sold 50 MSCI shares in Q2 2026, an estimated $29.2K.
  • MSCI made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #854 holding.
  • TD Private Client Wealth first reported a position in MSCI in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's MSCI position peaked at $9.44M in Q3 2021.
  • 1,083 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.