Mowery & Schoenfeld Wealth Management, LLC
Position in MSCI — MSCI Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in MSCI
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$20
-$30,387 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $59,163 across 4 Financial Data & Stock Exchanges names.
All Filings in MSCI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20 | 0 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $30,407 | 53 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,808 | 12 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,920 | 12 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,786 | 12 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $8,400 | 14 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||