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West Family Investments’s MSCI MSCI Stock Holding History

West Family Investments’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 		$338K Buy
+603
New +$352K 0.1% 286
2022
Q2 		– Sell
-448
Closed -$225K – 287
2022
Q1 		$225K Buy
448
+19
+4% +$9.85K 0.06% 243
2021
Q4 		$263K Sell
429
-41
-9% -$25.7K 0.07% 232
2021
Q3 		$286K Buy
470
+23
+5% +$14.1K 0.07% 221
2021
Q2 		$238K Buy
+447
New +$213K 0.06% 285

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 $3.38T AUM 44.17% 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

West Family Investments's MSCI Position: Q2 2026 in Review

West Family Investments opened a new position in MSCI (MSCI) in Q2 2026: 603 shares worth $338K. The stake represents 0.1% of the portfolio and ranks #286 among its holdings. This is a return to the name: West Family Investments previously reported a position in MSCI as recently as Q1 2022.

West Family Investments first reported a position in MSCI in Q2 2021 and has held it in 5 quarters since. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • West Family Investments held 603 shares of MSCI worth $338K as of Q2 2026.
  • MSCI was a new West Family Investments position in Q2 2026.
  • MSCI made up 0.1% of West Family Investments's portfolio in Q2 2026, its #286 holding.
  • West Family Investments first reported a position in MSCI in Q2 2021 and has held it in 5 quarters since.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.