Cm Wealth Advisors »

Msci shares owned by Cm Wealth Advisors

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

Historical chart of Cm Wealth Advisors investment in Msci

Tip: Access up to 7 years of quarterly data

All positions including Msci held by Cm Wealth Advisors 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 Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $388k 676 573.73
2024-03-31 $475k 1.0k 471.40
2023-06-30 $375k 681 550.28
2023-03-31 $1.6M 3.6k 458.19

More positions owned by Cm Wealth Advisors

Ishares Tr S&p 100 Etf (OEF)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Lincoln Electric Holdings (LECO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Cm Wealth Advisors

Top funds holding Msci

Vanguard Group
BlackRock
State Street Corporation
Bamco
Geode Capital Management
Edgewood Management
Principal Financial Group
Polen Capital Management
T. Rowe Price Investment Management
Jpmorgan Chase & Co
StonePine Asset Management
Fiera Capital Corporation
Mitsubishi UFJ Asset Management
Baillie Gifford & Co
Northern Trust

View all funds holding Msci