Third View Private Wealth
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Third View Private Wealth’s MSCI MSCI Stock Holding History

Third View Private 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
Q3 		$1M Sell
1,860
-546
-23% -$312K 0.12% 125
2026
Q2 		$1.35M Sell
2,406
-163
-6% -$95.1K 0.17% 105
2026
Q1 		$1.38M Buy
2,569
+361
+16% +$204K 0.19% 104
2025
Q4 		$1.27M Buy
+2,208
New +$1.24M 0.17% 114

Other funds holding MSCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Third View Private Wealth's MSCI Position: Q3 2026 in Review

Third View Private Wealth reduced its MSCI (MSCI) stake by 23% in Q3 2026, selling an estimated $312K and leaving 1,860 shares worth $1M. The position accounts for 0.12% of the portfolio, ranked #125.

Third View Private Wealth first reported a position in MSCI in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.38M in Q1 2026. 501 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Third View Private Wealth held 1,860 shares of MSCI worth $1M as of Q3 2026.
  • Third View Private Wealth sold 546 MSCI shares in Q3 2026, an estimated $312K.
  • MSCI made up 0.12% of Third View Private Wealth's portfolio in Q3 2026, its #125 holding.
  • Third View Private Wealth first reported a position in MSCI in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's MSCI position peaked at $1.38M in Q1 2026.
  • 501 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.