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Wallace Advisory Group’s MSCI MSCI Stock Holding History

Wallace Advisory 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
Q2 		– Sell
-576
Closed -$310K – 141
2026
Q1 		$310K Sell
576
-232
-29% -$131K 0.33% 76
2025
Q4 		$464K Sell
808
-528
-40% -$296K 0.49% 48
2025
Q3 		$771K Sell
1,336
-331
-20% -$187K 0.62% 40
2025
Q2 		$943K Buy
1,667
+55
+3% +$30.4K 0.68% 38
2025
Q1 		$967K Buy
1,612
+17
+1% +$9.88K 0.67% 35
2024
Q4 		$930K Buy
1,595
+617
+63% +$370K 0.64% 39
2024
Q3 		$471K Sell
978
-17
-2% -$9.22K 0.34% 75
2024
Q2 		$479K Buy
+995
New +$494K 0.35% 75

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

Wallace Advisory Group's MSCI Position: Q2 2026 in Review

Wallace Advisory Group sold out of MSCI (MSCI) in Q2 2026, closing a stake of 576 shares — an estimated $310K sold.

Wallace Advisory Group first reported a position in MSCI in Q2 2024 and held it in 8 quarters. The position peaked at $967K in Q1 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Wallace Advisory Group reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Wallace Advisory Group sold 576 MSCI shares in Q2 2026, an estimated $310K.
  • Wallace Advisory Group first reported a position in MSCI in Q2 2024 and held it in 8 quarters.
  • Wallace Advisory Group's MSCI position peaked at $967K in Q1 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.