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Msci shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut Wealth Management investment in Msci

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

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Quarterly reported holdings in Msci by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $350k 616 567.41
2025-06-30 $393k 681 576.74
2025-03-31 $399k 705 565.50
2024-12-31 $423k 705 600.01
2024-09-30 $402k 690 582.52
2024-06-30 $340k 705 482.02
2024-03-31 $562k 1.0k 560.59
2023-12-31 $623k 1.1k 565.71
2023-09-30 $354k 689 513.08

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Raytheon Technologies Corp (RTX)

View all positions for Connecticut Wealth Management

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
Morgan Stanley
Jpmorgan Chase & Co
Fiera Capital Corporation
StonePine Asset Management
Mitsubishi UFJ Asset Management
Northern Trust

View all funds holding Msci