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Mowery & Schoenfeld Wealth Management’s MSCI MSCI Stock Holding History

Mowery & Schoenfeld 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
-53
Closed -$29.9K – 352
2025
Q4 		$30.4K Buy
53
+41
+342% +$23K 0.04% 172
2025
Q3 		$6.83K Hold
12
– – 0.01% 254
2025
Q2 		$6.94K Hold
12
– – 0.01% 245
2025
Q1 		$6.81K Sell
12
-2
-14% -$1.16K 0.01% 295
2024
Q4 		$8.4K Buy
+14
New +$8.4K 0.02% 246

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's MSCI Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of MSCI (MSCI) in Q1 2026, closing a stake of 53 shares — an estimated $29.9K sold.

Mowery & Schoenfeld Wealth Management first reported a position in MSCI in Q4 2024 and held it in 5 quarters. The position peaked at $30.4K in Q4 2025. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 53 MSCI shares in Q1 2026, an estimated $29.9K.
  • Mowery & Schoenfeld Wealth Management first reported a position in MSCI in Q4 2024 and held it in 5 quarters.
  • Mowery & Schoenfeld Wealth Management's MSCI position peaked at $30.4K in Q4 2025.
  • 1,067 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

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