WEG
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World Equity Group’s MSCI MSCI Stock Holding History

World Equity Group’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 		$505K Buy
902
+400
+80% +$233K 0.11% 214
2026
Q1 		$271K Buy
502
+1
+0.2% +$564 0.07% 309
2025
Q4 		$287K Sell
501
-125
-20% -$70.1K 0.08% 274
2025
Q3 		$355K Buy
626
+124
+25% +$70.1K 0.08% 233
2025
Q2 		$290K Sell
502
-140
-22% -$77.5K 0.08% 252
2025
Q1 		$363K Sell
642
-622
-49% -$362K 0.1% 194
2024
Q4 		$758K Buy
1,264
+651
+106% +$391K 0.16% 138
2024
Q3 		$357K Buy
613
+13
+2% +$7.05K 0.13% 159
2024
Q2 		$289K Sell
600
-3
-0.5% -$1.49K 0.09% 210
2024
Q1 		$338K Sell
603
-200
-25% -$112K 0.07% 228
2023
Q4 		$454K Buy
+803
New +$415K 0.09% 202
2023
Q3 		– Sell
-755
Closed -$354K – 371
2023
Q2 		$354K Buy
+755
New +$368K 0.1% 227
2023
Q1 		– Sell
-772
Closed -$359K – 565
2022
Q4 		$359K Buy
772
+3
+0.4% +$1.4K 0.09% 226
2022
Q3 		$324K Buy
769
+36
+5% +$16.5K 0.08% 235
2022
Q2 		$302K Sell
733
-57
-7% -$24.8K 0.08% 250
2022
Q1 		$397K Buy
+790
New +$410K 0.09% 245

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

World Equity Group's MSCI Position: Q2 2026 in Review

World Equity Group increased its MSCI (MSCI) stake by 80% in Q2 2026, buying an estimated $233K and bringing the position to 902 shares worth $505K. The position accounts for 0.11% of the portfolio, ranked #214.

World Equity Group first reported a position in MSCI in Q1 2022 and has held it in 16 quarters since. The position peaked at $758K in Q4 2024. 172 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • World Equity Group held 902 shares of MSCI worth $505K as of Q2 2026.
  • World Equity Group bought 400 MSCI shares in Q2 2026, an estimated $233K.
  • MSCI made up 0.11% of World Equity Group's portfolio in Q2 2026, its #214 holding.
  • World Equity Group first reported a position in MSCI in Q1 2022 and has held it in 16 quarters since.
  • World Equity Group's MSCI position peaked at $758K in Q4 2024.
  • 172 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.