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Wedbush Securities’s MSCI MSCI Stock Holding History

Wedbush Securities’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 		– Sell
-393
Closed -$212K – 1350
2026
Q1 		$212K Buy
393
+41
+12% +$23.1K 0.01% 1098
2025
Q4 		$202K Sell
352
-9
-2% -$5.05K 0.01% 1113
2025
Q3 		$205K Sell
361
-146
-29% -$82.5K 0.01% 1067
2025
Q2 		$292K Sell
507
-1
-0.2% -$553 0.01% 853
2025
Q1 		$287K Sell
508
-25
-5% -$14.5K 0.01% 842
2024
Q4 		$320K Buy
533
+164
+44% +$98.4K 0.01% 791
2024
Q3 		$215K Buy
+369
New +$200K 0.01% 962
2021
Q3 		– Sell
-637
Closed -$340K – 1221
2021
Q2 		$340K Buy
637
+18
+3% +$8.58K 0.02% 804
2021
Q1 		$260K Buy
+619
New +$260K 0.01% 876

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

Wedbush Securities's MSCI Position: Q2 2026 in Review

Wedbush Securities sold out of MSCI (MSCI) in Q2 2026, closing a stake of 393 shares — an estimated $212K sold.

Wedbush Securities first reported a position in MSCI in Q1 2021 and held it in 9 quarters. The position peaked at $340K in Q2 2021. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Wedbush Securities reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Wedbush Securities sold 393 MSCI shares in Q2 2026, an estimated $212K.
  • Wedbush Securities first reported a position in MSCI in Q1 2021 and held it in 9 quarters.
  • Wedbush Securities's MSCI position peaked at $340K in Q2 2021.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.