Trifecta Capital Advisors
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Trifecta Capital Advisors’s MSCI MSCI Stock Holding History

Trifecta Capital 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
Q3 		– Sell
-3
Closed -$1.68K – 419
2026
Q2 		$1.68K Buy
+3
New +$1.75K ﹤0.01% 318
2025
Q4 		– Sell
-6
Closed -$3.4K – 380
2025
Q3 		$3.4K Hold
6
– – ﹤0.01% 292
2025
Q2 		$3.46K Hold
6
– – ﹤0.01% 292
2025
Q1 		$3.39K Hold
6
– – ﹤0.01% 257
2024
Q4 		$3.6K Hold
6
– – ﹤0.01% 245
2024
Q3 		$3.5K Hold
6
– – ﹤0.01% 258
2024
Q2 		$2.89K Hold
6
– – ﹤0.01% 275
2024
Q1 		$3.36K Sell
6
-16
-73% -$9K ﹤0.01% 257
2023
Q4 		$12.4K Buy
22
+16
+267% +$8.26K ﹤0.01% 197
2023
Q3 		$3.08K Hold
6
– – ﹤0.01% 268
2023
Q2 		$2.82K Hold
6
– – ﹤0.01% 267
2023
Q1 		$3.36K Hold
6
– – ﹤0.01% 252
2022
Q4 		$2.79K Buy
+6
New +$2.79K ﹤0.01% 269

Other funds holding MSCI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Trifecta Capital Advisors's MSCI Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of MSCI (MSCI) in Q3 2026, closing a stake of 3 shares — an estimated $1.68K sold.

Trifecta Capital Advisors first reported a position in MSCI in Q4 2022 and held it in 13 quarters. The position peaked at $12.4K in Q4 2023. 868 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Trifecta Capital Advisors reported no remaining MSCI position as of Q3 2026 after selling out during the quarter.
  • Trifecta Capital Advisors sold 3 MSCI shares in Q3 2026, an estimated $1.68K.
  • Trifecta Capital Advisors first reported a position in MSCI in Q4 2022 and held it in 13 quarters.
  • Trifecta Capital Advisors's MSCI position peaked at $12.4K in Q4 2023.
  • 868 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.