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Whittier Trust’s MSCI MSCI Stock Holding History

Whittier Trust’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 		$185K Buy
302
+9
+3% +$5.25K ﹤0.01% 646
2026
Q1 		$160K Sell
293
-7
-2% -$3.95K ﹤0.01% 629
2025
Q4 		$176K Sell
300
-30
-9% -$16.8K ﹤0.01% 622
2025
Q3 		$185K Sell
330
-26
-7% -$14.7K ﹤0.01% 601
2025
Q2 		$205K Buy
356
+33
+10% +$18.3K ﹤0.01% 657
2025
Q1 		$183K Sell
323
-128
-28% -$74.4K ﹤0.01% 666
2024
Q4 		$271K Sell
451
-141
-24% -$84.6K ﹤0.01% 605
2024
Q3 		$345K Buy
592
+11
+2% +$5.96K ﹤0.01% 568
2024
Q2 		$280K Buy
581
+236
+68% +$117K ﹤0.01% 586
2024
Q1 		$193K Hold
345
– – ﹤0.01% 655
2023
Q4 		$195K Sell
345
-27
-7% -$13.9K ﹤0.01% 647
2023
Q3 		$191K Buy
372
+66
+22% +$34.7K ﹤0.01% 634
2023
Q2 		$144K Sell
306
-278
-48% -$136K ﹤0.01% 701
2023
Q1 		$327K Buy
584
+324
+125% +$171K 0.01% 547
2022
Q4 		$121K Sell
260
-2
-0.8% -$931 ﹤0.01% 765
2022
Q3 		$111K Buy
262
+14
+6% +$6.41K ﹤0.01% 769
2022
Q2 		$102K Hold
248
– – ﹤0.01% 787
2022
Q1 		$125K Buy
248
+2
+0.8% +$1.04K ﹤0.01% 769
2021
Q4 		$151K Buy
246
+60
+32% +$37.6K ﹤0.01% 736
2021
Q3 		$113K Hold
186
– – ﹤0.01% 755
2021
Q2 		$99K Buy
186
+13
+8% +$6.2K ﹤0.01% 803
2021
Q1 		$73K Hold
173
– – ﹤0.01% 845
2020
Q4 		$77K Buy
173
+90
+108% +$35.3K ﹤0.01% 766
2020
Q3 		$30K Hold
83
– – ﹤0.01% 928
2020
Q2 		$28K Sell
83
-1
-1% -$323 ﹤0.01% 907
2020
Q1 		$24K Buy
84
+20
+31% +$5.66K ﹤0.01% 949
2019
Q4 		$17K Buy
64
+1
+2% +$244 ﹤0.01% 1057
2019
Q3 		$14K Hold
63
– – ﹤0.01% 1086
2019
Q2 		$15K Hold
63
– – ﹤0.01% 1010
2019
Q1 		$13K Buy
+63
New +$11K ﹤0.01% 1028

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

Whittier Trust's MSCI Position: Q2 2026 in Review

Whittier Trust increased its MSCI (MSCI) stake by 3.1% in Q2 2026, buying an estimated $5.25K and bringing the position to 302 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Whittier Trust first reported a position in MSCI in Q1 2019 and has held it in 30 quarters since. The position peaked at $345K in Q3 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Whittier Trust held 302 shares of MSCI worth $185K as of Q2 2026.
  • Whittier Trust bought 9 MSCI shares in Q2 2026, an estimated $5.25K.
  • MSCI made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #646 holding.
  • Whittier Trust first reported a position in MSCI in Q1 2019 and has held it in 30 quarters since.
  • Whittier Trust's MSCI position peaked at $345K in Q3 2024.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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