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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
Q2 		$14K Hold
25
– – ﹤0.01% 492
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 $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

Heritage Wealth Advisors's MSCI Position: Q2 2026 in Review

Heritage Wealth Advisors held its MSCI (MSCI) position steady in Q2 2026 at 25 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Heritage Wealth Advisors first reported a position in MSCI in Q4 2022 and has held it in 11 quarters since. The position peaked at $20.9K in Q4 2022. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Heritage Wealth Advisors held 25 shares of MSCI worth $14K as of Q2 2026.
  • Heritage Wealth Advisors left its MSCI share count unchanged in Q2 2026.
  • MSCI made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #492 holding.
  • Heritage Wealth Advisors first reported a position in MSCI in Q4 2022 and has held it in 11 quarters since.
  • Heritage Wealth Advisors's MSCI position peaked at $20.9K in Q4 2022.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.