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Unique Wealth Strategies’s MSCI MSCI Stock Holding History

Unique Wealth Strategies’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
-1,021
Closed -$550K – 253
2026
Q1 		$550K Buy
+1,021
New +$576K 0.22% 136
2025
Q3 		– Sell
-972
Closed -$560K – 238
2025
Q2 		$560K Sell
972
-33
-3% -$18.3K 0.23% 135
2025
Q1 		$568K Buy
+1,005
New +$584K 0.26% 97
2024
Q3 		– Sell
-15
Closed -$8.42K – 500
2024
Q2 		$8.42K Buy
+15
New +$7.44K ﹤0.01% 338

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

Unique Wealth Strategies's MSCI Position: Q2 2026 in Review

Unique Wealth Strategies sold out of MSCI (MSCI) in Q2 2026, closing a stake of 1,021 shares — an estimated $550K sold.

Unique Wealth Strategies first reported a position in MSCI in Q2 2024 and held it in 4 quarters. The position peaked at $568K in Q1 2025. 158 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Unique Wealth Strategies reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 1,021 MSCI shares in Q2 2026, an estimated $550K.
  • Unique Wealth Strategies first reported a position in MSCI in Q2 2024 and held it in 4 quarters.
  • Unique Wealth Strategies's MSCI position peaked at $568K in Q1 2025.
  • 158 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.