Private Wealth Asset Management
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Private Wealth Asset Management’s MSCI MSCI Stock Holding History

Private Wealth Asset 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
Q3 		$1.01M Buy
1,571
+1,541
+5,137% +$881K 0.06% 245
2026
Q2 		$16.8K Hold
30
– – ﹤0.01% 602
2026
Q1 		$16.2K Hold
30
– – ﹤0.01% 604
2025
Q4 		$17.2K Hold
30
– – ﹤0.01% 580
2025
Q3 		$17K Hold
30
– – ﹤0.01% 553
2025
Q2 		$17.3K Sell
30
-2
-6% -$1.11K ﹤0.01% 560
2025
Q1 		$18.1K Buy
+32
New +$18.6K ﹤0.01% 534

Other funds holding MSCI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Private Wealth Asset Management's MSCI Position: Q3 2026 in Review

Private Wealth Asset Management increased its MSCI (MSCI) stake by 5,137% in Q3 2026, buying an estimated $881K and bringing the position to 1,571 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #245.

Private Wealth Asset Management first reported a position in MSCI in Q1 2025 and has held it in 7 quarters since. 868 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Private Wealth Asset Management held 1,571 shares of MSCI worth $1.01M as of Q3 2026.
  • Private Wealth Asset Management bought 1,541 MSCI shares in Q3 2026, an estimated $881K.
  • MSCI made up 0.06% of Private Wealth Asset Management's portfolio in Q3 2026, its #245 holding.
  • Private Wealth Asset Management first reported a position in MSCI in Q1 2025 and has held it in 7 quarters since.
  • 868 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Private Wealth Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.