Wealth Alliance
MSCI icon

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
Q3 		– Sell
-492
Closed -$276K – 602
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Wealth Alliance's MSCI Position: Q3 2026 in Review

Wealth Alliance sold out of MSCI (MSCI) in Q3 2026, closing a stake of 492 shares — an estimated $276K sold.

Wealth Alliance first reported a position in MSCI in Q1 2020 and held it in 23 quarters. The position peaked at $709K in Q3 2021. 868 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Wealth Alliance reported no remaining MSCI position as of Q3 2026 after selling out during the quarter.
  • Wealth Alliance sold 492 MSCI shares in Q3 2026, an estimated $276K.
  • Wealth Alliance first reported a position in MSCI in Q1 2020 and held it in 23 quarters.
  • Wealth Alliance's MSCI position peaked at $709K in Q3 2021.
  • 868 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.