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HHM Wealth Advisors’s MSCI MSCI Stock Holding History

HHM 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 		$3.36K Buy
+6
New +$3.5K ﹤0.01% 771
2025
Q3 		– Sell
-4
Closed -$2.31K – 906
2025
Q2 		$2.31K Hold
4
– – ﹤0.01% 744
2025
Q1 		$2.26K Hold
4
– – ﹤0.01% 741
2024
Q4 		$2.4K Buy
+4
New +$2.4K ﹤0.01% 732

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

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

HHM Wealth Advisors opened a new position in MSCI (MSCI) in Q2 2026: 6 shares worth $3.36K. The stake represents ﹤0.01% of the portfolio and ranks #771 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in MSCI as recently as Q2 2025.

HHM Wealth Advisors first reported a position in MSCI in Q4 2024 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • HHM Wealth Advisors held 6 shares of MSCI worth $3.36K as of Q2 2026.
  • MSCI was a new HHM Wealth Advisors position in Q2 2026.
  • MSCI made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #771 holding.
  • HHM Wealth Advisors first reported a position in MSCI in Q4 2024 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.