Position in MSCI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$762,774
+$28,643 QoQ
Shares Held
1,362
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#587
of 1,074 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026LIBERTY WEALTH MANAGEMENT LLC holds $762,774 across 1 Financial Data & Stock Exchanges name. MSCI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
This page
|
1,362 | $762,774 |
All Filings in MSCI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $762,774 | 1,362 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $734,131 | 1,362 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $781,420 | 1,362 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,068,433 | 1,883 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,086,001 | 1,883 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,064,836 | 1,883 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,129,818 | 1,883 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,097,657 | 1,883 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $907,135 | 1,883 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,055,327 | 1,883 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,065,118 | 1,883 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $966,129 | 1,883 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $883,673 | 1,883 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,062,291 | 1,898 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $800,979 | 1,899 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $777,727 | 1,887 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $958,489 | 1,906 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,180,040 | 1,926 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,186,871 | 1,951 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,011,252 | 1,897 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $794,535 | 1,895 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $846,174 | 1,895 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $673,243 | 1,887 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $628,583 | 1,883 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $544,111 | 1,883 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||