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Hemington Wealth Management’s MSCI MSCI Stock Holding History

Hemington Wealth Management’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
Q3 		$48K Buy
85
+12
+16% +$6.78K 0.01% 373
2025
Q2 		$42K Buy
73
+8
+12% +$4.43K 0.01% 376
2025
Q1 		$36K Buy
65
+7
+12% +$4.07K 0.01% 402
2024
Q4 		$34K Buy
58
+10
+21% +$6K 0.01% 399
2024
Q3 		$27K Buy
+48
New +$26K 0.01% 434

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Hemington Wealth Management's MSCI Position: Q3 2025 in Review

Hemington Wealth Management increased its MSCI (MSCI) stake by 16% in Q3 2025, buying an estimated $6.78K and bringing the position to 85 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #373.

Hemington Wealth Management first reported a position in MSCI in Q3 2024 and has held it in 5 quarters since. 1,036 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • Hemington Wealth Management held 85 shares of MSCI worth $48K as of Q3 2025.
  • Hemington Wealth Management bought 12 MSCI shares in Q3 2025, an estimated $6.78K.
  • MSCI made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #373 holding.
  • Hemington Wealth Management first reported a position in MSCI in Q3 2024 and has held it in 5 quarters since.
  • 1,036 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.