Waldron »

Msci shares owned by Waldron

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

Historical chart of Waldron investment in Msci

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Msci by Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $220k 390 564.10
2023-09-30 $204k 398 512.56
2023-03-31 $238k 427 557.38

More positions owned by Waldron

iShares Russell 1000 Growth Index (IWF)
Ishares Core Intl Stock Etf core (IXUS)
Vanguard Value ETF (VTV)
iShares Russell 1000 Value Index (IWD)
Vanguard Growth ETF (VUG)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL)
Spdr S&p 500 Etf (SPY)
Vanguard Scottsdale Fds vng rus1000grw (VONG)
iShares Russell 2000 Value Index (IWN)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
iShares S&P Global Infrastructure Index (IGF)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Waldron

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