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Heartland Bank & Trust’s MSCI MSCI Stock Holding History

Heartland Bank & Trust’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
2025
Q1 		– Sell
-1,341
Closed -$805K – 175
2024
Q4 		$805K Sell
1,341
-59
-4% -$35.4K 0.44% 49
2024
Q3 		$816K Sell
1,400
-50
-3% -$27.1K 0.44% 51
2024
Q2 		$699K Buy
1,450
+14
+1% +$6.95K 0.4% 60
2024
Q1 		$805K Sell
1,436
-10
-0.7% -$5.62K 0.47% 52
2023
Q4 		$818K Sell
1,446
-48
-3% -$24.8K 0.56% 38
2023
Q3 		$767K Buy
1,494
+25
+2% +$13.1K 0.61% 42
2023
Q2 		$689K Sell
1,469
-153
-9% -$74.6K 0.54% 48
2023
Q1 		$908K Buy
+1,622
New +$858K 0.69% 38

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Heartland Bank & Trust's MSCI Position: Q1 2025 in Review

Heartland Bank & Trust sold out of MSCI (MSCI) in Q1 2025, closing a stake of 1,341 shares — an estimated $805K sold.

Heartland Bank & Trust first reported a position in MSCI in Q1 2023 and held it in 8 quarters. The position peaked at $908K in Q1 2023. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

  • Heartland Bank & Trust reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
  • Heartland Bank & Trust sold 1,341 MSCI shares in Q1 2025, an estimated $805K.
  • Heartland Bank & Trust first reported a position in MSCI in Q1 2023 and held it in 8 quarters.
  • Heartland Bank & Trust's MSCI position peaked at $908K in Q1 2023.
  • 1,082 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Heartland Bank & Trust's 13F filing for Q1 2025, filed 22 Apr 2025.