Hohimer Wealth Management’s MSCI MSCI Stock Holding History

Hohimer Wealth 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 Q1	–	Sell	-1,583	Closed	-$908K	–	400
2025 Q4	$908K	Sell	1,583 -99	-6%	-$55.5K	0.12%	146
2025 Q3	$954K	Buy	1,682 +260	+18%	+$147K	0.13%	143
2025 Q2	$820K	Buy	1,422 +25	+2%	+$13.8K	0.15%	127
2025 Q1	$790K	Sell	1,397 -153	-10%	-$88.9K	0.15%	124
2024 Q4	$930K	Buy	1,550 +11	+0.7%	+$6.6K	0.18%	116
2024 Q3	$897K	Buy	1,539 +45	+3%	+$24.4K	0.19%	118
2024 Q2	$720K	Buy	+1,494	New	+$741K	0.17%	138
2021 Q1	–	Sell	-3,462	Closed	-$1.55M	–	208
2020 Q4	$1.55M	Hold	3,462	–	–	0.41%	78
2020 Q3	$1.26M	Sell	3,462 -776	-18%	-$282K	0.36%	94
2020 Q2	$1.42M	Hold	4,238	–	–	0.49%	77
2020 Q1	$1.41M	Sell	4,238 -224	-5%	-$63.4K	0.59%	69
2019 Q4	$1.15M	Buy	+4,462	New	+$1.09M	0.4%	114

Other funds holding MSCI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Hohimer Wealth Management's MSCI Position: Q1 2026 in Review

Hohimer Wealth Management sold out of MSCI (MSCI) in Q1 2026, closing a stake of 1,583 shares — an estimated $908K sold.

Hohimer Wealth Management first reported a position in MSCI in Q4 2019 and held it in 12 quarters. The position peaked at $1.55M in Q4 2020. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Hohimer Wealth Management reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
Hohimer Wealth Management sold 1,583 MSCI shares in Q1 2026, an estimated $908K.
Hohimer Wealth Management first reported a position in MSCI in Q4 2019 and held it in 12 quarters.
Hohimer Wealth Management's MSCI position peaked at $1.55M in Q4 2020.
1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.