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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Third View Private Wealth's MSCI Position: Q2 2026 in Review

Third View Private Wealth reduced its MSCI (MSCI) stake by 6.3% in Q2 2026, selling an estimated $95.1K and leaving 2,406 shares worth $1.35M. The position accounts for 0.17% of the portfolio, ranked #105.

Third View Private Wealth first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.38M in Q1 2026. 565 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Third View Private Wealth held 2,406 shares of MSCI worth $1.35M as of Q2 2026.
  • Third View Private Wealth sold 163 MSCI shares in Q2 2026, an estimated $95.1K.
  • MSCI made up 0.17% of Third View Private Wealth's portfolio in Q2 2026, its #105 holding.
  • Third View Private Wealth first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's MSCI position peaked at $1.38M in Q1 2026.
  • 565 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.