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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
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

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

Beverly Hills Private Wealth's MSCI Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its MSCI (MSCI) stake by 29% in Q2 2026, selling an estimated $118K and leaving 487 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #210.

Beverly Hills Private Wealth first reported a position in MSCI in Q4 2022 and has held it in 15 quarters since. The position peaked at $454K in Q2 2023. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Beverly Hills Private Wealth held 487 shares of MSCI worth $273K as of Q2 2026.
  • Beverly Hills Private Wealth sold 202 MSCI shares in Q2 2026, an estimated $118K.
  • MSCI made up 0.05% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #210 holding.
  • Beverly Hills Private Wealth first reported a position in MSCI in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's MSCI position peaked at $454K in Q2 2023.
  • 1,082 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.