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James T. Borello RIA’s MSCI MSCI Stock Holding History

James T. Borello RIA’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
Q3 		$8.62K Sell
16
-9
-36% -$5.15K ﹤0.01% 641
2026
Q2 		$14K Sell
25
-13
-34% -$7.58K ﹤0.01% 501
2026
Q1 		$20.5K Buy
38
+33
+660% +$18.6K 0.01% 373
2025
Q4 		$2.87K Sell
5
-4
-44% -$2.24K ﹤0.01% 705
2025
Q3 		$5.11K Buy
+9
New +$5.09K ﹤0.01% 456

Other funds holding MSCI

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

James T. Borello RIA's MSCI Position: Q3 2026 in Review

James T. Borello RIA reduced its MSCI (MSCI) stake by 36% in Q3 2026, selling an estimated $5.15K and leaving 16 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

James T. Borello RIA first reported a position in MSCI in Q3 2025 and has held it in 5 quarters since. The position peaked at $20.5K in Q1 2026. 115 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • James T. Borello RIA held 16 shares of MSCI worth $8.62K as of Q3 2026.
  • James T. Borello RIA sold 9 MSCI shares in Q3 2026, an estimated $5.15K.
  • MSCI made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #641 holding.
  • James T. Borello RIA first reported a position in MSCI in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's MSCI position peaked at $20.5K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.