WC
MSCI icon

Waterloo Capital’s MSCI MSCI Stock Holding History

Waterloo Capital’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
Q1 		– Sell
-419
Closed -$241K – 511
2025
Q4 		$241K Buy
+419
New +$235K 0.02% 419
2025
Q3 		– Sell
-484
Closed -$279K – 485
2025
Q2 		$279K Buy
+484
New +$268K 0.02% 368
2024
Q2 		– Sell
-1,525
Closed -$854K – 380
2024
Q1 		$854K Buy
1,525
+341
+29% +$192K 0.11% 165
2023
Q4 		$670K Buy
+1,184
New +$611K 0.11% 175
2020
Q1 		$446K Buy
+1,544
New +$437K 0.32% 77

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Waterloo Capital's MSCI Position: Q1 2026 in Review

Waterloo Capital sold out of MSCI (MSCI) in Q1 2026, closing a stake of 419 shares — an estimated $241K sold.

Waterloo Capital first reported a position in MSCI in Q1 2020 and held it in 5 quarters. The position peaked at $854K in Q1 2024. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Waterloo Capital reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Waterloo Capital sold 419 MSCI shares in Q1 2026, an estimated $241K.
  • Waterloo Capital first reported a position in MSCI in Q1 2020 and held it in 5 quarters.
  • Waterloo Capital's MSCI position peaked at $854K in Q1 2024.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.