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Three Seasons Wealth’s MSCI MSCI Stock Holding History

Three Seasons 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 		$711K Sell
1,269
-467
-27% -$272K 0.06% 107
2026
Q1 		$936K Sell
1,736
-143
-8% -$80.6K 0.36% 72
2025
Q4 		$1.08M Buy
1,879
+1
+0.1% +$561 0.1% 51
2025
Q3 		$1.07M Buy
1,878
+451
+32% +$255K 0.11% 45
2025
Q2 		$823K Sell
1,427
-6
-0.4% -$3.32K 0.09% 36
2025
Q1 		$810K Buy
1,433
+61
+4% +$35.5K 0.4% 40
2024
Q4 		$823K Buy
1,372
+12
+0.9% +$7.2K 0.4% 51
2024
Q3 		$793K Buy
1,360
+505
+59% +$274K 0.42% 49
2024
Q2 		$412K Buy
+855
New +$424K 0.23% 68

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

Three Seasons Wealth's MSCI Position: Q2 2026 in Review

Three Seasons Wealth reduced its MSCI (MSCI) stake by 27% in Q2 2026, selling an estimated $272K and leaving 1,269 shares worth $711K. The position accounts for 0.06% of the portfolio, ranked #107.

Three Seasons Wealth first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q4 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Three Seasons Wealth held 1,269 shares of MSCI worth $711K as of Q2 2026.
  • Three Seasons Wealth sold 467 MSCI shares in Q2 2026, an estimated $272K.
  • MSCI made up 0.06% of Three Seasons Wealth's portfolio in Q2 2026, its #107 holding.
  • Three Seasons Wealth first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since.
  • Three Seasons Wealth's MSCI position peaked at $1.08M in Q4 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Three Seasons Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.