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Msci shares owned by Keudell/Morrison Wealth Management

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

Historical chart of Keudell/Morrison Wealth Management investment in Msci

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Msci by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $201k 348 576.82
2024-12-31 $209k 349 600.01
2024-09-30 $203k 349 582.93
2020-06-30 $210k 629 333.86

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Vaneck Etf Trust Ig Floating Rate (FLTR)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Apple (AAPL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Keudell/Morrison 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