Turning Point Benefit Group’s MSCI MSCI Stock Holding History

Turning Point Benefit Group’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 Q1	–	Sell	-19	Closed	-$10.9K	–	530
2025 Q4	$10.9K	Buy	19 +3	+19%	+$1.68K	0.01%	238
2025 Q3	$8.84K	Buy	+16	New	+$9.04K	0.01%	213

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Turning Point Benefit Group's MSCI Position: Q1 2026 in Review

Turning Point Benefit Group sold out of MSCI (MSCI) in Q1 2026, closing a stake of 19 shares — an estimated $10.9K sold.

Turning Point Benefit Group first reported a position in MSCI in Q3 2025 and held it in 2 quarters. The position peaked at $10.9K in Q4 2025. 1,063 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Turning Point Benefit Group reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 19 MSCI shares in Q1 2026, an estimated $10.9K.
Turning Point Benefit Group first reported a position in MSCI in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's MSCI position peaked at $10.9K in Q4 2025.
1,063 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.