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Msci shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Msci (MSCI) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Msci

Tip: Access up to 7 years of quarterly data

All positions including Msci held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msci by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $310k 547 567.16
2025-06-30 $328k 568 576.95
2025-03-31 $306k 540 565.93
2024-12-31 $312k 520 600.53

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Ishares U S Etf Tr Short Duration B (NEAR)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Simplify Exchange Traded Fun Managed Futures (CTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Optivise Advisory Services

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