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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
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% -$8.99K ﹤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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Trifecta Capital Advisors's MSCI Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in MSCI (MSCI) in Q2 2026: 3 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #318 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in MSCI as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in MSCI in Q4 2022 and has held it in 13 quarters since. The position peaked at $12.4K in Q4 2023. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Trifecta Capital Advisors held 3 shares of MSCI worth $1.68K as of Q2 2026.
  • MSCI was a new Trifecta Capital Advisors position in Q2 2026.
  • MSCI made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #318 holding.
  • Trifecta Capital Advisors first reported a position in MSCI in Q4 2022 and has held it in 13 quarters since.
  • Trifecta Capital Advisors's MSCI position peaked at $12.4K in Q4 2023.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.