RAFFA WEALTH MANAGEMENT, LLC’s MSCI MSCI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$5.04K	Buy	9 +2	+29%	+$1.17K	﹤0.01%	587
2026 Q1	$3.77K	Hold	7	–	–	﹤0.01%	600
2025 Q4	$4.02K	Hold	7	–	–	﹤0.01%	559
2025 Q3	$3.97K	Hold	7	–	–	﹤0.01%	530
2025 Q2	$4.04K	Hold	7	–	–	﹤0.01%	542
2025 Q1	$3.96K	Hold	7	–	–	﹤0.01%	468
2024 Q4	$4.2K	Hold	7	–	–	﹤0.01%	473
2024 Q3	$4.08K	Sell	7 -41	-85%	-$22.2K	﹤0.01%	455
2024 Q2	$23.1K	Hold	48	–	–	0.01%	295
2024 Q1	$26.9K	Buy	48 +41	+586%	+$23K	0.01%	253
2023 Q4	$3.96K	Hold	7	–	–	﹤0.01%	436
2023 Q3	$3.59K	Hold	7	–	–	﹤0.01%	439
2023 Q2	$3.29K	Hold	7	–	–	﹤0.01%	473
2023 Q1	$3.92K	Hold	7	–	–	﹤0.01%	443
2022 Q4	$3.26K	Hold	7	–	–	﹤0.01%	468
2022 Q3	$2.95K	Hold	7	–	–	﹤0.01%	507
2022 Q2	$2.88K	Hold	7	–	–	﹤0.01%	516
2022 Q1	$3.52K	Hold	7	–	–	﹤0.01%	488
2021 Q4	$4.29K	Hold	7	–	–	﹤0.01%	458
2021 Q3	$4.26K	Hold	7	–	–	﹤0.01%	411
2021 Q2	$3.73K	Sell	7 -10	-59%	-$4.77K	﹤0.01%	449
2021 Q1	$7.13K	Buy	17 +2	+13%	+$840	﹤0.01%	330
2020 Q4	$6.7K	Hold	15	–	–	﹤0.01%	309
2020 Q3	$5.35K	Hold	15	–	–	﹤0.01%	320
2020 Q2	$5.01K	Buy	15 +5	+50%	+$1.62K	﹤0.01%	316
2020 Q1	$2.89K	Hold	10	–	–	﹤0.01%	357
2019 Q4	$2.58K	Hold	10	–	–	﹤0.01%	350
2019 Q3	$2.18K	Buy	+10	New	+$2.32K	﹤0.01%	374
2019 Q2	–	Sell	-10	Closed	-$1.99K	–	1143
2019 Q1	$1.99K	Hold	10	–	–	﹤0.01%	363
2018 Q4	$1.47K	Hold	10	–	–	﹤0.01%	409
2018 Q3	$1.77K	Hold	10	–	–	﹤0.01%	421
2018 Q2	$1.65K	Hold	10	–	–	﹤0.01%	412
2018 Q1	$1.5K	Buy	+10	New	+$1.43K	﹤0.01%	405

Other funds holding MSCI

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MSCI Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its MSCI (MSCI) stake by 29% in Q2 2026, buying an estimated $1.17K and bringing the position to 9 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MSCI in Q1 2018 and has held it in 33 quarters since. The position peaked at $26.9K in Q1 2024. 304 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 9 shares of MSCI worth $5.04K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 2 MSCI shares in Q2 2026, an estimated $1.17K.
MSCI made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #587 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in MSCI in Q1 2018 and has held it in 33 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's MSCI position peaked at $26.9K in Q1 2024.
304 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.