Msci shares owned by SFMG Wealth Advisors
Historical chart of SFMG Wealth Advisors investment in Msci
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All positions including Msci held by SFMG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Msci by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $638k | 1.1k | 567.41 |
| 2025-06-30 | $418k | 725 | 576.74 |
| 2025-03-31 | $411k | 727 | 565.50 |
| 2024-12-31 | $440k | 734 | 599.97 |
| 2024-09-30 | $428k | 734 | 582.89 |
| 2024-06-30 | $355k | 736 | 481.75 |
| 2024-03-31 | $413k | 737 | 560.45 |
| 2023-12-31 | $417k | 737 | 565.65 |
| 2023-09-30 | $379k | 739 | 513.08 |
| 2023-06-30 | $347k | 739 | 469.29 |
| 2023-03-31 | $421k | 752 | 559.69 |
| 2022-12-31 | $340k | 730 | 465.17 |
| 2022-09-30 | $294k | 732 | 401.64 |
| 2022-06-30 | $297k | 721 | 411.93 |
| 2022-03-31 | $370k | 735 | 503.40 |
| 2021-12-31 | $452k | 737 | 613.30 |
| 2021-09-30 | $516k | 849 | 607.77 |
| 2021-06-30 | $455k | 854 | 532.79 |
| 2021-03-31 | $346k | 826 | 418.89 |
| 2020-12-31 | $369k | 826 | 446.73 |