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Whipplewood Advisors’s MSCI MSCI Stock Holding History

Whipplewood 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 		$4.48K Sell
8
-65
-89% -$37.9K ﹤0.01% 324
2026
Q1 		$39.3K Buy
+73
New +$41.2K 0.02% 300
2025
Q3 		– Sell
-113
Closed -$65.2K – 849
2025
Q2 		$65.2K Sell
113
-33
-23% -$18.3K 0.04% 282
2025
Q1 		$66.2K Buy
146
+21
+17% +$12.2K 0.04% 267
2024
Q4 		$75K Buy
+125
New +$75K 0.04% 258

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

Whipplewood Advisors's MSCI Position: Q2 2026 in Review

Whipplewood Advisors reduced its MSCI (MSCI) stake by 89% in Q2 2026, selling an estimated $37.9K and leaving 8 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Whipplewood Advisors first reported a position in MSCI in Q4 2024 and has held it in 5 quarters since. The position peaked at $75K in Q4 2024. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Whipplewood Advisors held 8 shares of MSCI worth $4.48K as of Q2 2026.
  • Whipplewood Advisors sold 65 MSCI shares in Q2 2026, an estimated $37.9K.
  • MSCI made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #324 holding.
  • Whipplewood Advisors first reported a position in MSCI in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's MSCI position peaked at $75K in Q4 2024.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.