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Msci shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth Management investment in Msci

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Msci by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.8M 12k 481.75
2024-03-31 $6.7M 12k 560.45
2023-12-31 $6.8M 12k 565.65
2023-09-30 $11M 22k 513.08
2023-06-30 $10M 22k 469.29

More positions owned by Modera Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Modera Wealth Management

Top funds holding Msci

Vanguard Group
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State Street Corporation
Bamco
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Morgan Stanley
Polen Capital Management
Principal Financial Group
Massachusetts Financial Services
Sustainable Growth Advisers
Fiera Capital Corporation
Brown Advisory Holdings Incorporated
American Century Companies
Nordea Investment Management Ab
StonePine Asset Management

View all funds holding Msci