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Msci shares owned by PDS Planning

Quarter-by-quarter ownership of Msci (MSCI) shares owned by PDS Planning from 13F filings

Historical chart of PDS Planning investment in Msci

Tip: Access up to 7 years of quarterly data

All positions including Msci held by PDS Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msci by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $256k 457 560.45
2023-12-31 $245k 433 565.65
2023-09-30 $228k 444 513.08
2023-06-30 $201k 429 469.29
2023-03-31 $222k 397 559.69

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Abbvie (ABBV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for PDS Planning

Top funds holding Msci

Vanguard Group
Massachusetts Financial Services
Bamco
Alliancebernstein
Wellington Management Company
Sustainable Growth Advisers
Fiera Capital Corporation
Brown Advisory Holdings Incorporated
Norges Bank Investment Management
Principal Financial Group
Jpmorgan Chase & Co
Bank of America Corporation
Impax Asset Management Group
Legal & General Group
Franklin Resources

View all funds holding Msci