TPWA
MSCI icon

Twin Peaks Wealth Advisors’s MSCI MSCI Stock Holding History

Twin Peaks Wealth 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 		– Sell
-42
Closed -$22.6K – 1446
2026
Q1 		$22.6K Buy
+42
New +$23.7K 0.01% 667
2025
Q3 		– Sell
-22
Closed -$12.1K – 1373
2025
Q2 		$12.1K Buy
+22
New +$12.2K ﹤0.01% 829

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

Twin Peaks Wealth Advisors's MSCI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of MSCI (MSCI) in Q2 2026, closing a stake of 42 shares — an estimated $22.6K sold.

Twin Peaks Wealth Advisors first reported a position in MSCI in Q2 2025 and held it in 2 quarters. The position peaked at $22.6K in Q1 2026. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 42 MSCI shares in Q2 2026, an estimated $22.6K.
  • Twin Peaks Wealth Advisors first reported a position in MSCI in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's MSCI position peaked at $22.6K in Q1 2026.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.