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 Q3	$128K	Buy	238 +83	+54%	+$47.5K	0.03%	209
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

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

True Wealth Design's MSCI Position: Q3 2026 in Review

True Wealth Design increased its MSCI (MSCI) stake by 54% in Q3 2026, buying an estimated $47.5K and bringing the position to 238 shares worth $128K. The position accounts for 0.03% of the portfolio, ranked #209.

True Wealth Design first reported a position in MSCI in Q3 2024 and has held it in 9 quarters since. The position peaked at $143K in Q1 2025. 124 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

True Wealth Design held 238 shares of MSCI worth $128K as of Q3 2026.
True Wealth Design bought 83 MSCI shares in Q3 2026, an estimated $47.5K.
MSCI made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #209 holding.
True Wealth Design first reported a position in MSCI in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's MSCI position peaked at $143K in Q1 2025.
124 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.