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World Investment Advisors’s MSCI MSCI Stock Holding History

World Investment 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 		$388K Buy
718
+3
+0.4% +$1.75K 0.01% 1084
2026
Q1 		$385K Sell
715
-25
-3% -$14.1K 0.01% 1122
2025
Q4 		$425K Buy
740
+31
+4% +$17.4K 0.01% 1002
2025
Q3 		$402K Sell
709
-17
-2% -$9.61K 0.01% 878
2025
Q2 		$419K Buy
726
+68
+10% +$37.6K 0.01% 795
2025
Q1 		$372K Sell
658
-24
-4% -$14K 0.01% 789
2024
Q4 		$409K Buy
+682
New +$409K 0.01% 718

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

World Investment Advisors's MSCI Position: Q2 2026 in Review

World Investment Advisors increased its MSCI (MSCI) stake by 0.42% in Q2 2026, buying an estimated $1.75K and bringing the position to 718 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #1084.

World Investment Advisors first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $425K in Q4 2025. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • World Investment Advisors held 718 shares of MSCI worth $388K as of Q2 2026.
  • World Investment Advisors bought 3 MSCI shares in Q2 2026, an estimated $1.75K.
  • MSCI made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1084 holding.
  • World Investment Advisors first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since.
  • World Investment Advisors's MSCI position peaked at $425K in Q4 2025.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.