Msci shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Msci (MSCI) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Msci
Tip: Access up to 7 years of quarterly data
All positions including Msci held by Liberty Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Msci by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.9k | 567.41 |
| 2025-06-30 | $1.1M | 1.9k | 576.74 |
| 2025-03-31 | $1.1M | 1.9k | 565.50 |
| 2024-12-31 | $1.1M | 1.9k | 600.01 |
| 2024-09-30 | $1.1M | 1.9k | 583.11 |
| 2024-06-30 | $907k | 1.9k | 481.68 |
| 2024-03-31 | $1.1M | 1.9k | 560.28 |
| 2023-12-31 | $1.1M | 1.9k | 565.59 |
| 2023-09-30 | $966k | 1.9k | 513.01 |
| 2023-06-30 | $884k | 1.9k | 469.29 |
| 2023-03-31 | $1.1M | 1.9k | 559.74 |
| 2022-09-30 | $801k | 1.9k | 421.80 |
| 2022-06-30 | $777k | 1.9k | 411.76 |
| 2022-03-31 | $958k | 1.9k | 502.62 |
| 2021-12-31 | $1.2M | 1.9k | 612.67 |
| 2021-09-30 | $1.3M | 2.0k | 641.03 |
| 2021-06-30 | $1.0M | 1.9k | 532.95 |
| 2021-03-31 | $789k | 1.9k | 416.36 |
| 2020-12-31 | $789k | 1.9k | 416.36 |
| 2020-09-30 | $673k | 1.9k | 356.65 |
| 2020-06-30 | $629k | 1.9k | 334.04 |
| 2020-03-31 | $544k | 1.9k | 288.90 |
| 2019-12-31 | $486k | 1.9k | 258.10 |
| 2019-09-30 | $410k | 1.9k | 217.74 |
| 2019-06-30 | $450k | 1.9k | 238.98 |
| 2019-03-31 | $374k | 1.9k | 198.62 |
| 2018-12-31 | $277k | 1.9k | 147.11 |