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Three Bearings Fiduciary Advisors’s MSCI MSCI Stock Holding History

Three Bearings Fiduciary Advisors’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
-1
Closed -$610 – 384
2025
Q4 		$610 Buy
+1
New +$561 ﹤0.01% 356

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return

Three Bearings Fiduciary Advisors's MSCI Position: Q1 2026 in Review

Three Bearings Fiduciary Advisors sold out of MSCI (MSCI) in Q1 2026, closing a stake of 1 share — an estimated $610 sold.

Three Bearings Fiduciary Advisors first reported a position in MSCI in Q4 2025 and held it in 1 quarter. The position peaked at $610 in Q4 2025. 1,061 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Three Bearings Fiduciary Advisors reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Three Bearings Fiduciary Advisors sold 1 MSCI share in Q1 2026, an estimated $610.
  • Three Bearings Fiduciary Advisors first reported a position in MSCI in Q4 2025 and held it in 1 quarter.
  • Three Bearings Fiduciary Advisors's MSCI position peaked at $610 in Q4 2025.
  • 1,061 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q1 2026, filed 11 Jun 2026.