TWD
MSCI icon

True Wealth Design’s MSCI MSCI Stock Holding History

True Wealth Design’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 		$86.8K Buy
155
+12
+8% +$7K 0.02% 296
2026
Q1 		$77.1K Buy
143
+88
+160% +$49.6K 0.02% 276
2025
Q4 		$31.6K Sell
55
-85
-61% -$47.7K 0.01% 464
2025
Q3 		$79.4K Buy
140
+128
+1,067% +$72.4K 0.02% 214
2025
Q2 		$6.92K Sell
12
-240
-95% -$133K ﹤0.01% 697
2025
Q1 		$143K Buy
252
+174
+223% +$101K 0.05% 55
2024
Q4 		$46.8K Buy
78
+13
+20% +$7.8K 0.02% 179
2024
Q3 		$37.9K Buy
+65
New +$35.2K 0.01% 190

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 Wealth Design's MSCI Position: Q2 2026 in Review

True Wealth Design increased its MSCI (MSCI) stake by 8.4% in Q2 2026, buying an estimated $7K and bringing the position to 155 shares worth $86.8K. The position accounts for 0.02% of the portfolio, ranked #296.

True Wealth Design first reported a position in MSCI in Q3 2024 and has held it in 8 quarters since. The position peaked at $143K in Q1 2025. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • True Wealth Design held 155 shares of MSCI worth $86.8K as of Q2 2026.
  • True Wealth Design bought 12 MSCI shares in Q2 2026, an estimated $7K.
  • MSCI made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #296 holding.
  • True Wealth Design first reported a position in MSCI in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's MSCI position peaked at $143K in Q1 2025.
  • 1,082 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.