Wealth Enhancement Advisory Services
MSCI icon

Wealth Enhancement Advisory Services’s MSCI MSCI Stock Holding History

Wealth Enhancement Advisory Services’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 		$7.69M Buy
15,010
+4,222
+39% +$2.41M 0.01% 848
2026
Q2 		$6.12M Buy
10,788
+988
+10% +$576K 0.01% 893
2026
Q1 		$5M Buy
9,800
+847
+9% +$478K 0.01% 902
2025
Q4 		$5.25M Buy
8,953
+147
+2% +$82.4K 0.01% 991
2025
Q3 		$5.01M Sell
8,806
-1,159
-12% -$655K 0.01% 945
2025
Q2 		$5.86M Sell
9,965
-3,797
-28% -$2.1M 0.01% 838
2025
Q1 		$7.78M Buy
13,762
+7,063
+105% +$4.11M 0.01% 670
2024
Q4 		$4.02M Buy
6,699
+2,821
+73% +$1.69M 0.01% 881
2024
Q3 		$2.26M Buy
3,878
+547
+16% +$297K ﹤0.01% 995
2024
Q2 		$1.6M Sell
3,331
-284
-8% -$141K ﹤0.01% 1083
2024
Q1 		$2.03M Buy
3,615
+165
+5% +$92.8K 0.01% 939
2023
Q4 		$1.95M Buy
3,450
+125
+4% +$64.5K 0.01% 911
2023
Q3 		$1.71M Buy
+3,325
New +$1.75M 0.01% 911
2021
Q3 		– Sell
-4,260
Closed -$2.38M – 321
2021
Q2 		$2.38M Buy
+4,260
New +$2.03M 0.04% 140
2018
Q2 		– Sell
-14,692
Closed -$2.19M – 182
2018
Q1 		$2.19M Buy
+14,692
New +$2.11M 0.15% 62

Other funds holding MSCI

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's MSCI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its MSCI (MSCI) stake by 39% in Q3 2026, buying an estimated $2.41M and bringing the position to 15,010 shares worth $7.69M. The position accounts for 0.01% of the portfolio, ranked #848.

Wealth Enhancement Advisory Services first reported a position in MSCI in Q1 2018 and has held it in 15 quarters since. The position peaked at $7.78M in Q1 2025. 292 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 15,010 shares of MSCI worth $7.69M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 4,222 MSCI shares in Q3 2026, an estimated $2.41M.
  • MSCI made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #848 holding.
  • Wealth Enhancement Advisory Services first reported a position in MSCI in Q1 2018 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's MSCI position peaked at $7.78M in Q1 2025.
  • 292 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.