WhitTier Trust Company’s MSCI MSCI Stock Holding History

WhitTier Trust Company’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	$341K	Sell	561 -17	-3%	-$9.92K	0.01%	443
2026 Q1	$316K	Sell	578 -5	-0.9%	-$2.82K	0.01%	431
2025 Q4	$342K	Sell	583 -26	-4%	-$14.6K	0.01%	410
2025 Q3	$341K	Buy	609 +26	+4%	+$14.7K	0.01%	398
2025 Q2	$336K	Buy	583 +4	+0.7%	+$2.21K	0.01%	449
2025 Q1	$327K	Buy	579 +13	+2%	+$7.56K	0.01%	450
2024 Q4	$340K	Hold	566	–	–	0.01%	425
2024 Q3	$330K	Buy	566 +26	+5%	+$14.1K	0.01%	411
2024 Q2	$260K	Buy	540 +7	+1%	+$3.47K	0.01%	433
2024 Q1	$299K	Hold	533	–	–	0.01%	413
2023 Q4	$301K	Hold	533	–	–	0.01%	403
2023 Q3	$273K	Buy	533 +7	+1%	+$3.68K	0.01%	410
2023 Q2	$247K	Hold	526	–	–	0.01%	435
2023 Q1	$294K	Sell	526 -3	-0.6%	-$1.59K	0.01%	401
2022 Q4	$246K	Buy	529 +104	+24%	+$48.4K	0.01%	439
2022 Q3	$179K	Buy	425 +400	+1,600%	+$183K	0.01%	481
2022 Q2	$10K	Hold	25	–	–	﹤0.01%	921
2022 Q1	$13K	Hold	25	–	–	﹤0.01%	885
2021 Q4	$15K	Hold	25	–	–	﹤0.01%	852
2021 Q3	$15K	Hold	25	–	–	﹤0.01%	879
2021 Q2	$13K	Hold	25	–	–	﹤0.01%	841
2021 Q1	$10K	Hold	25	–	–	﹤0.01%	856
2020 Q4	$11K	Hold	25	–	–	﹤0.01%	821
2020 Q3	$9K	Hold	25	–	–	﹤0.01%	821
2020 Q2	$8K	Hold	25	–	–	﹤0.01%	819
2020 Q1	$7K	Buy	+25	New	+$7.08K	﹤0.01%	821

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WhitTier Trust Company's MSCI Position: Q2 2026 in Review

WhitTier Trust Company reduced its MSCI (MSCI) stake by 2.9% in Q2 2026, selling an estimated $9.92K and leaving 561 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #443.

WhitTier Trust Company first reported a position in MSCI in Q1 2020 and has held it in 26 quarters since. The position peaked at $342K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

WhitTier Trust Company held 561 shares of MSCI worth $341K as of Q2 2026.
WhitTier Trust Company sold 17 MSCI shares in Q2 2026, an estimated $9.92K.
MSCI made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #443 holding.
WhitTier Trust Company first reported a position in MSCI in Q1 2020 and has held it in 26 quarters since.
WhitTier Trust Company's MSCI position peaked at $342K in Q4 2025.
1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.