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Msci shares owned by Crestmont Private Wealth

Quarter-by-quarter ownership of Msci (MSCI) shares owned by Crestmont Private Wealth from 13F filings

Historical chart of Crestmont Private Wealth investment in Msci

Tip: Access up to 7 years of quarterly data

All positions including Msci held by Crestmont Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msci by Crestmont Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $320k 571 560.45
2023-12-31 $268k 473 565.65
2023-09-30 $226k 441 513.08
2023-06-30 $252k 536 469.29
2023-03-31 $270k 482 559.69

More positions owned by Crestmont Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Real Estate E (DFAR)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Us Treas Bd Etf (GOVT)
Stellar Bancorp Ord (STEL)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Chevron Corporation (CVX)

View all positions for Crestmont Private Wealth

Top funds holding Msci

Vanguard Group
BlackRock
Bamco
Alliancebernstein
Massachusetts Financial Services
Geode Capital Management
FMR
Edgewood Management
Wellington Management Company
Morgan Stanley
Sustainable Growth Advisers
Fiera Capital Corporation
Brown Advisory Holdings Incorporated
American Century Companies
Principal Financial Group

View all funds holding Msci