WWM
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Waterway Wealth Management’s MSCI MSCI Stock Holding History

Waterway Wealth Management’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 		$1.7M Buy
3,037
+716
+31% +$418K 0.35% 33
2026
Q1 		$1.25M Buy
+2,321
New +$1.31M 0.28% 39

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Waterway Wealth Management's MSCI Position: Q2 2026 in Review

Waterway Wealth Management increased its MSCI (MSCI) stake by 31% in Q2 2026, buying an estimated $418K and bringing the position to 3,037 shares worth $1.7M. The position accounts for 0.35% of the portfolio, ranked #33.

Waterway Wealth Management first reported a position in MSCI in Q1 2026 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Waterway Wealth Management held 3,037 shares of MSCI worth $1.7M as of Q2 2026.
  • Waterway Wealth Management bought 716 MSCI shares in Q2 2026, an estimated $418K.
  • MSCI made up 0.35% of Waterway Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Waterway Wealth Management first reported a position in MSCI in Q1 2026 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.