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Nvest Wealth Strategies, Inc.

Position in MSCI — MSCI Inc.

CIK 2106942 POWELL, OH

Position in MSCI

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$1,120
+$42 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,051
of 1,074 holders
Holding Since
Mar 2026
2 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, 2026

Nvest Wealth Strategies, Inc. holds $42,785 across 5 Financial Data & Stock Exchanges names. MSCI ranks #5 (2.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 MSCI
MSCI Inc.
This page
2 $1,120

All Filings in MSCI

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,120 2
2026-03-31 $1,078 2