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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
2025-09-30 $95k 168 567.41
2025-06-30 $97k 168 576.74
2025-03-31 $12k 22 565.50
2024-12-31 $13k 22 600.00
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)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

Top funds holding Msci

Vanguard Group
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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