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HFM Investment Advisors’s MSCI MSCI Stock Holding History

HFM Investment 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 		$1.68K Buy
3
+1
+50% +$583 ﹤0.01% 527
2026
Q1 		$1.08K Hold
2
– – ﹤0.01% 385
2025
Q4 		$1.15K Hold
2
– – ﹤0.01% 413
2025
Q3 		$1.14K Hold
2
– – ﹤0.01% 320
2025
Q2 		$1.15K Buy
2
+1
+100% +$553 ﹤0.01% 306
2025
Q1 		$566 Buy
+1
New +$581 ﹤0.01% 260

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's MSCI Position: Q2 2026 in Review

HFM Investment Advisors increased its MSCI (MSCI) stake by 50% in Q2 2026, buying an estimated $583 and bringing the position to 3 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

HFM Investment Advisors first reported a position in MSCI in Q1 2025 and has held it in 6 quarters since. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • HFM Investment Advisors held 3 shares of MSCI worth $1.68K as of Q2 2026.
  • HFM Investment Advisors bought 1 MSCI share in Q2 2026, an estimated $583.
  • MSCI made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #527 holding.
  • HFM Investment Advisors first reported a position in MSCI in Q1 2025 and has held it in 6 quarters since.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.