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True North Advisors’s MSCI MSCI Stock Holding History

True North 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 		$407K Sell
727
-32
-4% -$18.7K 0.04% 200
2026
Q1 		$409K Buy
759
+61
+9% +$34.4K 0.05% 184
2025
Q4 		$400K Buy
698
+196
+39% +$110K 0.05% 176
2025
Q3 		$285K Buy
502
+9
+2% +$5.09K 0.05% 180
2025
Q2 		$284K Sell
493
-14
-3% -$7.75K 0.05% 184
2025
Q1 		$287K Hold
507
– – 0.05% 200
2024
Q4 		$304K Buy
+507
New +$304K 0.07% 146

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

True North Advisors's MSCI Position: Q2 2026 in Review

True North Advisors reduced its MSCI (MSCI) stake by 4.2% in Q2 2026, selling an estimated $18.7K and leaving 727 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #200.

True North Advisors first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $409K in Q1 2026. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • True North Advisors held 727 shares of MSCI worth $407K as of Q2 2026.
  • True North Advisors sold 32 MSCI shares in Q2 2026, an estimated $18.7K.
  • MSCI made up 0.04% of True North Advisors's portfolio in Q2 2026, its #200 holding.
  • True North Advisors first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since.
  • True North Advisors's MSCI position peaked at $409K in Q1 2026.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.