CI Private Wealth, LLC
Holdings in MSCI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $82,610,807 | 143,989 | Shares | Sole | 2026-02-19 |
| 2025-09-30 | $44,239,254 | 77,967 | Shares | Other | 2025-11-14 |
| 2025-06-30 | $46,336,444 | 80,342 | Shares | Other | 2025-09-26 |
| 2025-03-31 | $42,152,934 | 74,541 | Shares | Defined | 2025-05-14 |
| 2024-12-31 | $44,265,137 | 73,774 | Shares | Other | 2025-02-10 |
| 2024-09-30 | $44,865,789 | 76,966 | Shares | Other | 2024-11-12 |
| 2024-06-30 | $36,674,664 | 76,128 | Shares | Other | 2024-08-13 |
| 2024-03-31 | $36,629,330 | 65,357 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $30,498,150 | 53,917 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $22,990,088 | 44,808 | Shares | Other | 2023-11-03 |
| 2023-06-30 | $20,392,526 | 43,454 | Shares | Other | 2023-08-10 |
| 2023-03-31 | $19,604,820 | 35,028 | Shares | Other | 2023-05-15 |
| 2022-12-31 | $10,076,046 | 21,661 | Shares | Other | 2023-02-15 |