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Msci shares owned by Golden State Wealth Management

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

Historical chart of Golden State Wealth Management investment in Msci

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Msci by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $357k 710 502.82
2021-12-31 $447k 729 613.17
2021-09-30 $432k 710 608.45
2021-06-30 $469k 879 533.56

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
Ishares Core MF Closed and MF Open (AGG)
Apple Common Stock (AAPL)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (SPY)
Spdr Portfolio MF Closed and MF Open (SPAB)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
First Trust MF Closed and MF Open (FTCS)
Ishares Msci MF Closed and MF Open (QUAL)
Blackstone Common Stock (BX)
Ishares Msci MF Closed and MF Open (MTUM)
Alphabet Common Stock (GOOGL)
Tesla Common Stock (TSLA)
Principal Us MF Closed and MF Open (USMC)

View all positions for Golden State 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