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Msci shares owned by Clarus Wealth Advisors

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

Historical chart of Clarus Wealth Advisors investment in Msci

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Msci by Clarus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $202k 379 533.51
2023-12-31 $753k 1.4k 546.59
2023-06-30 $709k 1.5k 471.85
2023-03-31 $636k 1.2k 533.80
2022-12-31 $253k 519 488.09
2020-12-31 $350k 775 451.61
2019-06-30 $8.0k 34 235.29
2019-03-31 $8.0k 39 205.13
2018-12-31 $6.0k 39 153.85
2018-09-30 $291k 1.6k 177.66
2018-06-30 $6.0k 43 139.53

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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Clarus Wealth Advisors

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