Beverly Hills Private Wealth
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Beverly Hills Private Wealth’s MSCI MSCI Stock Holding History

Beverly Hills Private Wealth’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 		$247K Sell
459
-28
-6% -$16K 0.04% 228
2026
Q2 		$273K Sell
487
-202
-29% -$118K 0.05% 210
2026
Q1 		$371K Hold
689
– – 0.06% 227
2025
Q4 		$395K Hold
689
– – 0.07% 211
2025
Q3 		$391K Hold
689
– – 0.07% 215
2025
Q2 		$397K Hold
689
– – 0.07% 215
2025
Q1 		$390K Hold
689
– – 0.08% 207
2024
Q4 		$413K Hold
689
– – 0.08% 196
2024
Q3 		$402K Hold
689
– – 0.08% 216
2024
Q2 		$332K Sell
689
-57
-8% -$28.3K 0.07% 255
2024
Q1 		$418K Sell
746
-7
-0.9% -$3.94K 0.1% 226
2023
Q4 		$426K Sell
753
-14
-2% -$7.23K 0.11% 196
2023
Q3 		$394K Sell
767
-71
-8% -$37.3K 0.12% 187
2023
Q2 		$454K Buy
838
+68
+9% +$33.2K 0.07% 244
2023
Q1 		$431K Buy
770
+37
+5% +$19.6K 0.13% 169
2022
Q4 		$341K Buy
+733
New +$341K 0.15% 155

Other funds holding MSCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Beverly Hills Private Wealth's MSCI Position: Q3 2026 in Review

Beverly Hills Private Wealth reduced its MSCI (MSCI) stake by 5.7% in Q3 2026, selling an estimated $16K and leaving 459 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #228.

Beverly Hills Private Wealth first reported a position in MSCI in Q4 2022 and has held it in 16 quarters since. The position peaked at $454K in Q2 2023. 543 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Beverly Hills Private Wealth held 459 shares of MSCI worth $247K as of Q3 2026.
  • Beverly Hills Private Wealth sold 28 MSCI shares in Q3 2026, an estimated $16K.
  • MSCI made up 0.04% of Beverly Hills Private Wealth's portfolio in Q3 2026, its #228 holding.
  • Beverly Hills Private Wealth first reported a position in MSCI in Q4 2022 and has held it in 16 quarters since.
  • Beverly Hills Private Wealth's MSCI position peaked at $454K in Q2 2023.
  • 543 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.