TFA
MSCI icon

Toth Financial Advisory’s MSCI MSCI Stock Holding History

Toth Financial Advisory’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
Q3 		$3.72M Sell
6,909
-348
-5% -$199K 0.37% 81
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

WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ECM
Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Toth Financial Advisory's MSCI Position: Q3 2026 in Review

Toth Financial Advisory reduced its MSCI (MSCI) stake by 4.8% in Q3 2026, selling an estimated $199K and leaving 6,909 shares worth $3.72M. The position accounts for 0.37% of the portfolio, ranked #81.

Toth Financial Advisory first reported a position in MSCI in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.06M in Q2 2026. 22 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Toth Financial Advisory held 6,909 shares of MSCI worth $3.72M as of Q3 2026.
  • Toth Financial Advisory sold 348 MSCI shares in Q3 2026, an estimated $199K.
  • MSCI made up 0.37% of Toth Financial Advisory's portfolio in Q3 2026, its #81 holding.
  • Toth Financial Advisory first reported a position in MSCI in Q2 2022 and has held it in 17 quarters since.
  • Toth Financial Advisory's MSCI position peaked at $4.06M in Q2 2026.
  • 22 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.