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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Three Seasons Wealth's MSCI Position: Q1 2026 in Review

Three Seasons Wealth reduced its MSCI (MSCI) stake by 7.6% in Q1 2026, selling an estimated $80.6K and leaving 1,736 shares worth $936K. The position accounts for 0.36% of the portfolio, ranked #72.

Three Seasons Wealth first reported a position in MSCI in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Three Seasons Wealth held 1,736 shares of MSCI worth $936K as of Q1 2026.
Three Seasons Wealth sold 143 MSCI shares in Q1 2026, an estimated $80.6K.
MSCI made up 0.36% of Three Seasons Wealth's portfolio in Q1 2026, its #72 holding.
Three Seasons Wealth first reported a position in MSCI in Q2 2024 and has held it in 8 quarters since.
Three Seasons Wealth's MSCI position peaked at $1.08M in Q4 2025.
1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Three Seasons Wealth's 13F filing for Q1 2026, filed 5 May 2026.