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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
Q2 		$649K Buy
1,158
+25
+2% +$14.6K 0.18% 45
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 $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

Crestmont Private Wealth's MSCI Position: Q2 2026 in Review

Crestmont Private Wealth increased its MSCI (MSCI) stake by 2.2% in Q2 2026, buying an estimated $14.6K and bringing the position to 1,158 shares worth $649K. The position accounts for 0.18% of the portfolio, ranked #45.

Crestmont Private Wealth first reported a position in MSCI in Q1 2023 and has held it in 14 quarters since. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Crestmont Private Wealth held 1,158 shares of MSCI worth $649K as of Q2 2026.
  • Crestmont Private Wealth bought 25 MSCI shares in Q2 2026, an estimated $14.6K.
  • MSCI made up 0.18% of Crestmont Private Wealth's portfolio in Q2 2026, its #45 holding.
  • Crestmont Private Wealth first reported a position in MSCI in Q1 2023 and has held it in 14 quarters since.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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