Waypoint Wealth Counsel’s MSCI MSCI Stock Holding History

Waypoint Wealth Counsel’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	-$240K	–	269
2025 Q4	$240K	Buy	+419	New	+$235K	0.09%	235
2025 Q3	–	Sell	-615	Closed	-$355K	–	286
2025 Q2	$355K	Buy	+615	New	+$340K	0.18%	91

Other funds holding MSCI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Waypoint Wealth Counsel's MSCI Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of MSCI (MSCI) in Q1 2026, closing a stake of 419 shares — an estimated $240K sold.

Waypoint Wealth Counsel first reported a position in MSCI in Q2 2025 and held it in 2 quarters. The position peaked at $355K in Q2 2025. 1,057 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Waypoint Wealth Counsel reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
Waypoint Wealth Counsel sold 419 MSCI shares in Q1 2026, an estimated $240K.
Waypoint Wealth Counsel first reported a position in MSCI in Q2 2025 and held it in 2 quarters.
Waypoint Wealth Counsel's MSCI position peaked at $355K in Q2 2025.
1,057 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.