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	0.36%	37
2023 Q3	$709K	Buy	1,382 +1,094	+380%	+$575K	0.4%	33
2023 Q2	$135K	Buy	288 +231	+405%	+$113K	0.07%	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	1.15%	26
2021 Q2	$900K	Buy	1,689 +152	+10%	+$72.5K	0.46%	46
2021 Q1	$644K	Sell	1,537 -3,184	-67%	-$1.34M	0.39%	39
2020 Q4	$2.11M	Buy	4,721 +1,676	+55%	+$658K	1.34%	26
2020 Q3	$1.09M	Sell	3,045 -114	-4%	-$41.4K	1.02%	27
2020 Q2	$1.05M	Buy	+3,159	New	+$1.02M	0.9%	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Edgewood Management

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

Geode Capital Management

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

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Principal Financial Group

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

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

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return