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Wealth Alliance’s MSCI MSCI Stock Holding History

Wealth Alliance’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 		$276K Sell
492
-29
-6% -$16.9K 0.02% 477
2026
Q1 		$281K Buy
521
+44
+9% +$24.8K 0.03% 452
2025
Q4 		$274K Sell
477
-69
-13% -$38.7K 0.03% 455
2025
Q3 		$310K Sell
546
-14
-3% -$7.91K 0.03% 405
2025
Q2 		$323K Sell
560
-87
-13% -$48.2K 0.04% 387
2025
Q1 		$366K Sell
647
-64
-9% -$37.2K 0.04% 349
2024
Q4 		$427K Sell
711
-5
-0.7% -$3K 0.05% 288
2024
Q3 		$417K Buy
716
+136
+23% +$73.7K 0.05% 311
2024
Q2 		$279K Buy
+580
New +$288K 0.04% 401
2024
Q1 		– Sell
-385
Closed -$218K – 529
2023
Q4 		$218K Sell
385
-9
-2% -$4.65K 0.03% 467
2023
Q3 		$202K Sell
394
-171
-30% -$89.9K 0.03% 463
2023
Q2 		$265K Sell
565
-56
-9% -$27.3K 0.04% 414
2023
Q1 		$347K Buy
621
+9
+1% +$4.76K 0.06% 319
2022
Q4 		$285K Buy
+612
New +$285K 0.05% 362
2022
Q2 		– Sell
-699
Closed -$352K – 476
2022
Q1 		$352K Sell
699
-449
-39% -$233K 0.07% 291
2021
Q4 		$703K Sell
1,148
-18
-2% -$11.3K 0.14% 165
2021
Q3 		$709K Sell
1,166
-35
-3% -$21.4K 0.16% 147
2021
Q2 		$640K Sell
1,201
-34
-3% -$16.2K 0.15% 156
2021
Q1 		$518K Sell
1,235
-257
-17% -$108K 0.15% 168
2020
Q4 		$666K Sell
1,492
-50
-3% -$19.6K 0.2% 132
2020
Q3 		$550K Sell
1,542
-93
-6% -$33.8K 0.2% 131
2020
Q2 		$546K Sell
1,635
-196
-11% -$63.4K 0.22% 122
2020
Q1 		$529K Buy
+1,831
New +$519K 0.29% 103

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

Wealth Alliance's MSCI Position: Q2 2026 in Review

Wealth Alliance reduced its MSCI (MSCI) stake by 5.6% in Q2 2026, selling an estimated $16.9K and leaving 492 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #477.

Wealth Alliance first reported a position in MSCI in Q1 2020 and has held it in 23 quarters since. The position peaked at $709K in Q3 2021. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Wealth Alliance held 492 shares of MSCI worth $276K as of Q2 2026.
  • Wealth Alliance sold 29 MSCI shares in Q2 2026, an estimated $16.9K.
  • MSCI made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #477 holding.
  • Wealth Alliance first reported a position in MSCI in Q1 2020 and has held it in 23 quarters since.
  • Wealth Alliance's MSCI position peaked at $709K in Q3 2021.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.