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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
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 Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
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 Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

Top funds holding Msci

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Polen Capital Management
Bamco
Edgewood Management
Geode Capital Management
Morgan Stanley
Massachusetts Financial Services
Principal Financial Group
Capital Research and Management Company - Division 3
Sustainable Growth Advisers
Fiera Capital Corporation
Brown Advisory Holdings Incorporated

View all funds holding Msci