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Heritage Wealth Advisors’s MSCI MSCI Stock Holding History

Heritage Wealth Advisors’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 		$13.5K Buy
25
+13
+108% +$7.33K ﹤0.01% 493
2025
Q4 		$6.88K Hold
12
– – ﹤0.01% 476
2025
Q3 		$6.81K Hold
12
– – ﹤0.01% 453
2025
Q2 		$6.92K Hold
12
– – ﹤0.01% 441
2025
Q1 		$6.79K Sell
12
-2
-14% -$1.16K ﹤0.01% 436
2024
Q4 		$8.4K Buy
14
+2
+17% +$1.2K ﹤0.01% 458
2024
Q3 		$7K Buy
+12
New +$6.51K ﹤0.01% 463
2023
Q3 		– Sell
-11
Closed -$5.16K – 555
2023
Q2 		$5.16K Hold
11
– – ﹤0.01% 469
2023
Q1 		$6.16K Sell
11
-34
-76% -$18K ﹤0.01% 465
2022
Q4 		$20.9K Buy
+45
New +$20.9K ﹤0.01% 408

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

Heritage Wealth Advisors's MSCI Position: Q1 2026 in Review

Heritage Wealth Advisors increased its MSCI (MSCI) stake by 108% in Q1 2026, buying an estimated $7.33K and bringing the position to 25 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Heritage Wealth Advisors first reported a position in MSCI in Q4 2022 and has held it in 10 quarters since. The position peaked at $20.9K in Q4 2022. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Heritage Wealth Advisors held 25 shares of MSCI worth $13.5K as of Q1 2026.
  • Heritage Wealth Advisors bought 13 MSCI shares in Q1 2026, an estimated $7.33K.
  • MSCI made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #493 holding.
  • Heritage Wealth Advisors first reported a position in MSCI in Q4 2022 and has held it in 10 quarters since.
  • Heritage Wealth Advisors's MSCI position peaked at $20.9K in Q4 2022.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.