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Barnes Dennig Private Wealth Management’s MSCI MSCI Stock Holding History

Barnes Dennig Private Wealth Management’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 		$15.7K Buy
+28
New +$16.3K 0.01% 237
2026
Q1 		– Sell
-30
Closed -$17.2K – 335
2025
Q4 		$17.2K Buy
30
+11
+58% +$6.17K 0.02% 219
2025
Q3 		$10.8K Buy
+19
New +$10.7K 0.01% 227

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Barnes Dennig Private Wealth Management's MSCI Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management opened a new position in MSCI (MSCI) in Q2 2026: 28 shares worth $15.7K. The stake represents 0.01% of the portfolio and ranks #237 among its holdings. This is a return to the name: Barnes Dennig Private Wealth Management previously reported a position in MSCI as recently as Q4 2025.

Barnes Dennig Private Wealth Management first reported a position in MSCI in Q3 2025 and has held it in 3 quarters since. The position peaked at $17.2K in Q4 2025. 565 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 28 shares of MSCI worth $15.7K as of Q2 2026.
  • MSCI was a new Barnes Dennig Private Wealth Management position in Q2 2026.
  • MSCI made up 0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Barnes Dennig Private Wealth Management first reported a position in MSCI in Q3 2025 and has held it in 3 quarters since.
  • Barnes Dennig Private Wealth Management's MSCI position peaked at $17.2K in Q4 2025.
  • 565 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.