Turtle Creek Wealth Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
Other funds holding MSCI
VCM
VPM
Turtle Creek Wealth Advisors's MSCI Position: Q1 2026 in Review
Turtle Creek Wealth Advisors reduced its MSCI (MSCI) stake by 41% in Q1 2026, selling an estimated $387K and leaving 1,000 shares worth $539K. The position accounts for 0.04% of the portfolio, ranked #220.
Turtle Creek Wealth Advisors first reported a position in MSCI in Q4 2023 and has held it in 4 quarters since. The position peaked at $968K in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.
- Turtle Creek Wealth Advisors held 1,000 shares of MSCI worth $539K as of Q1 2026.
- Turtle Creek Wealth Advisors sold 687 MSCI shares in Q1 2026, an estimated $387K.
- MSCI made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #220 holding.
- Turtle Creek Wealth Advisors first reported a position in MSCI in Q4 2023 and has held it in 4 quarters since.
- Turtle Creek Wealth Advisors's MSCI position peaked at $968K in Q4 2025.
- 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.