HWAM
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Hennion & Walsh Asset Management’s MSCI MSCI Stock Holding History

Hennion & Walsh Asset 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
2026
Q2 		$450K Buy
+803
New +$469K 0.01% 766
2025
Q1 		– Sell
-675
Closed -$405K – 895
2024
Q4 		$405K Sell
675
-29
-4% -$17.4K 0.02% 684
2024
Q3 		$410K Sell
704
-627
-47% -$340K 0.02% 664
2024
Q2 		$641K Sell
1,331
-91
-6% -$45.2K 0.03% 523
2024
Q1 		$797K Buy
1,422
+60
+4% +$33.7K 0.04% 475
2023
Q4 		$770K Buy
1,362
+627
+85% +$324K 0.04% 472
2023
Q3 		$377K Buy
735
+16
+2% +$8.41K 0.02% 600
2023
Q2 		$337K Buy
+719
New +$351K 0.02% 617

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return