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HWG Holdings’s MSCI MSCI Stock Holding History

HWG Holdings’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
2025
Q2 		– Sell
-77
Closed -$43.5K – 101
2025
Q1 		$43.5K Buy
+77
New +$44.8K 0.02% 78
2024
Q3 		– Sell
-57
Closed -$27.5K – 94
2024
Q2 		$27.5K Buy
+57
New +$28.3K 0.01% 66
2023
Q4 		$770K Sell
1,362
-20
-1% -$10.3K 0.35% 37
2023
Q3 		$709K Buy
1,382
+1,094
+380% +$575K 0.39% 33
2023
Q2 		$135K Buy
288
+231
+405% +$113K 0.06% 60
2023
Q1 		$31.9K Hold
57
– – 0.02% 66
2022
Q4 		$27K Hold
57
– – 0.02% 71
2022
Q3 		$24K Buy
+57
New +$26.1K 0.02% 65
2022
Q1 		$1.23M Sell
2,436
-1,572
-39% -$815K 0.61% 29
2021
Q4 		$2.46M Buy
+4,008
New +$2.51M 1.07% 26
2021
Q2 		$900K Buy
1,689
+152
+10% +$72.5K 0.39% 46
2021
Q1 		$644K Sell
1,537
-3,184
-67% -$1.34M 0.32% 39
2020
Q4 		$2.11M Buy
4,721
+1,676
+55% +$658K 1.07% 26
2020
Q3 		$1.09M Sell
3,045
-114
-4% -$41.4K 0.96% 27
2020
Q2 		$1.05M Buy
+3,159
New +$1.02M 0.84% 29
2016
Q1 		– Sell
-39,815
Closed -$2.87M – 43
2015
Q4 		$2.87M Buy
+39,815
New +$2.66M 2.92% 17

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

HWG Holdings's MSCI Position: Q2 2025 in Review

HWG Holdings sold out of MSCI (MSCI) in Q2 2025, closing a stake of 77 shares — an estimated $43.5K sold.

HWG Holdings first reported a position in MSCI in Q4 2015 and held it in 16 quarters. The position peaked at $2.87M in Q4 2015. 1,087 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • HWG Holdings reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • HWG Holdings sold 77 MSCI shares in Q2 2025, an estimated $43.5K.
  • HWG Holdings first reported a position in MSCI in Q4 2015 and held it in 16 quarters.
  • HWG Holdings's MSCI position peaked at $2.87M in Q4 2015.
  • 1,087 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on HWG Holdings's 13F filing for Q2 2025, filed 10 Jul 2025.