Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.06M Buy
7,257
+3,720
+105% +$2.17M 0.4% 78
2026
Q1
$1.91M Buy
3,537
+238
+7% +$134K 0.21% 100
2025
Q4
$1.89M Buy
3,299
+1,160
+54% +$651K 0.21% 98
2025
Q3
$1.21M Buy
2,139
+221
+12% +$125K 0.13% 125
2025
Q2
$1.11M Buy
1,918
+198
+12% +$110K 0.13% 120
2025
Q1
$973K Buy
1,720
+836
+95% +$486K 0.12% 121
2024
Q4
$530K Buy
884
+27
+3% +$16.2K 0.06% 154
2024
Q3
$500K Buy
857
+445
+108% +$241K 0.06% 157
2024
Q2
$198K Buy
412
+240
+140% +$119K 0.03% 198
2024
Q1
$96.4K Buy
172
+30
+21% +$16.9K 0.01% 242
2023
Q4
$80.3K Sell
142
-585
-80% -$302K 0.01% 255
2023
Q3
$373K Buy
727
+680
+1,447% +$357K 0.06% 160
2023
Q2
$22.1K Sell
47
-8
-15% -$3.9K ﹤0.01% 378
2023
Q1
$30.8K Buy
+55
New +$29.1K ﹤0.01% 329
2022
Q4
Sell
-1
Closed 782
2022
Q3
$0 Hold
1
﹤0.01% 774
2022
Q2
$0 Buy
+1
New +$435 ﹤0.01% 744

Other funds holding MSCI

Toth Financial Advisory's MSCI Position: Q2 2026 in Review

Toth Financial Advisory increased its MSCI (MSCI) stake by 105% in Q2 2026, buying an estimated $2.17M and bringing the position to 7,257 shares worth $4.06M. The position accounts for 0.4% of the portfolio, ranked #78.

Toth Financial Advisory first reported a position in MSCI in Q2 2022 and has held it in 16 quarters since. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Toth Financial Advisory held 7,257 shares of MSCI worth $4.06M as of Q2 2026.
  • Toth Financial Advisory bought 3,720 MSCI shares in Q2 2026, an estimated $2.17M.
  • MSCI made up 0.4% of Toth Financial Advisory's portfolio in Q2 2026, its #78 holding.
  • Toth Financial Advisory first reported a position in MSCI in Q2 2022 and has held it in 16 quarters since.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.