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Crestmont Private Wealth’s MSCI MSCI Stock Holding History

Crestmont 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
Q1 		$611K Buy
1,133
+93
+9% +$52.4K 0.19% 46
2025
Q4 		$597K Buy
1,040
+40
+4% +$22.4K 0.19% 43
2025
Q3 		$567K Buy
1,000
+97
+11% +$54.8K 0.19% 46
2025
Q2 		$521K Buy
903
+97
+12% +$53.7K 0.19% 43
2025
Q1 		$456K Buy
806
+159
+25% +$92.4K 0.2% 40
2024
Q4 		$388K Buy
647
+23
+4% +$13.8K 0.17% 43
2024
Q3 		$364K Buy
624
+44
+8% +$23.9K 0.16% 47
2024
Q2 		$279K Buy
580
+9
+2% +$4.47K 0.13% 61
2024
Q1 		$320K Buy
571
+98
+21% +$55.1K 0.16% 45
2023
Q4 		$268K Buy
473
+32
+7% +$16.5K 0.14% 46
2023
Q3 		$226K Sell
441
-95
-18% -$49.9K 0.14% 46
2023
Q2 		$252K Buy
536
+54
+11% +$26.3K 0.15% 47
2023
Q1 		$270K Buy
+482
New +$255K 0.18% 42

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Crestmont Private Wealth's MSCI Position: Q1 2026 in Review

Crestmont Private Wealth increased its MSCI (MSCI) stake by 8.9% in Q1 2026, buying an estimated $52.4K and bringing the position to 1,133 shares worth $611K. The position accounts for 0.19% of the portfolio, ranked #46.

Crestmont Private Wealth first reported a position in MSCI in Q1 2023 and has held it in 13 quarters since. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Crestmont Private Wealth held 1,133 shares of MSCI worth $611K as of Q1 2026.
  • Crestmont Private Wealth bought 93 MSCI shares in Q1 2026, an estimated $52.4K.
  • MSCI made up 0.19% of Crestmont Private Wealth's portfolio in Q1 2026, its #46 holding.
  • Crestmont Private Wealth first reported a position in MSCI in Q1 2023 and has held it in 13 quarters since.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.