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Wallace Advisory Group, LLC

SEC CIK
0001932645
Latest filing
Aug 3, 2026

MSCI holding history

MSCI Inc. in every 13F filed by Wallace Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSCI overviewAll 13F holders of MSCIFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2024
Holdings of MSCI by Wallace Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−576−100.0%Sold outHolders
Q1 2026576$310.5K0.3%−232−28.7%ReducedHolders
Q4 2025808$463.6K0.5%−528−39.5%ReducedHolders
Q3 20251,336$770.5K0.6%−331−19.9%ReducedHolders
Q2 20251,667$942.7K0.7%+55+3.4%AddedHolders
Q1 20251,612$967.2K0.7%+17+1.1%AddedHolders
Q4 20241,595$929.8K0.6%+617+63.1%AddedHolders
Q3 2024978$471.2K0.3%−17−1.7%ReducedHolders
Q2 2024995$479.3K0.3%+995NewHolders