Transamerica Financial Advisors’s MSCI MSCI Stock Holding History

Transamerica Financial 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 Q2	$22K	Buy	39 +5	+15%	+$2.92K	﹤0.01%	850
2026 Q1	$18.4K	Buy	34 +21	+162%	+$11.8K	﹤0.01%	822
2025 Q4	$7.5K	Sell	13 -2	-13%	-$1.12K	﹤0.01%	893
2025 Q3	$7.97K	Buy	+15	New	+$8.48K	﹤0.01%	773
2024 Q3	–	Sell	-1	Closed	-$1K	–	638
2024 Q2	$1K	Hold	1	–	–	﹤0.01%	487
2024 Q1	$1K	Hold	1	–	–	﹤0.01%	532
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	525
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	549
2023 Q2	$1K	Hold	1	–	–	﹤0.01%	520
2023 Q1	$1K	Hold	1	–	–	﹤0.01%	502
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	574
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	542
2022 Q2	$1K	Buy	+1	New	+$435	﹤0.01%	557

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Transamerica Financial Advisors's MSCI Position: Q2 2026 in Review

Transamerica Financial Advisors increased its MSCI (MSCI) stake by 15% in Q2 2026, buying an estimated $2.92K and bringing the position to 39 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Transamerica Financial Advisors first reported a position in MSCI in Q2 2022 and has held it in 13 quarters since. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Transamerica Financial Advisors held 39 shares of MSCI worth $22K as of Q2 2026.
Transamerica Financial Advisors bought 5 MSCI shares in Q2 2026, an estimated $2.92K.
MSCI made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #850 holding.
Transamerica Financial Advisors first reported a position in MSCI in Q2 2022 and has held it in 13 quarters since.
1,082 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.