Wellspring Financial Advisors’s MSCI MSCI Stock Holding History

Wellspring Financial Advisors’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	$538K	Buy	960 +5	+0.5%	+$2.92K	0.04%	159
2026 Q1	$515K	Sell	955 -12	-1%	-$6.77K	0.04%	159
2025 Q4	$555K	Buy	+967	New	+$542K	0.04%	140
2025 Q3	–	Sell	-373	Closed	-$215K	–	194
2025 Q2	$215K	Buy	373 +6	+2%	+$3.32K	0.02%	155
2025 Q1	$208K	Buy	367 +6	+2%	+$3.49K	0.02%	125
2024 Q4	$217K	Buy	+361	New	+$217K	0.02%	128

Other funds holding MSCI

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

BFS

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wellspring Financial Advisors's MSCI Position: Q2 2026 in Review

Wellspring Financial Advisors increased its MSCI (MSCI) stake by 0.52% in Q2 2026, buying an estimated $2.92K and bringing the position to 960 shares worth $538K. The position accounts for 0.04% of the portfolio, ranked #159.

Wellspring Financial Advisors first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since. The position peaked at $555K in Q4 2025. 243 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Wellspring Financial Advisors held 960 shares of MSCI worth $538K as of Q2 2026.
Wellspring Financial Advisors bought 5 MSCI shares in Q2 2026, an estimated $2.92K.
MSCI made up 0.04% of Wellspring Financial Advisors's portfolio in Q2 2026, its #159 holding.
Wellspring Financial Advisors first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since.
Wellspring Financial Advisors's MSCI position peaked at $555K in Q4 2025.
243 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.