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Msci shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of Msci (MSCI) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in Msci

Tip: Access up to 7 years of quarterly data

All positions including Msci held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msci by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $555k 967 573.73
2025-06-30 $215k 373 576.75
2025-03-31 $208k 367 565.51
2024-12-31 $217k 361 600.02

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Health Care Select Sector Spdr Sbi Healthcare (XLV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Apple (AAPL)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Technology Select Sector Spdr Technology (XLK)

View all positions for Wellspring Financial Advisors

Top funds holding Msci

Vanguard Group
BlackRock
State Street Corporation
Bamco
Geode Capital Management
Principal Financial Group
T. Rowe Price Investment Management
Edgewood Management
Polen Capital Management
Jpmorgan Chase & Co
StonePine Asset Management
Fiera Capital Corporation
Norges Bank Investment Management
Mitsubishi UFJ Asset Management
Baillie Gifford & Co

View all funds holding Msci