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TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

MSCI holding history

MSCI Inc. in every 13F filed by TD Private Client Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSCI overviewAll 13F holders of MSCIFull Q2 2026 holdings

Shares (Q2 2026)
108
Value
$60.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MSCI by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026108$60.5K<0.1%−50−31.6%ReducedHolders
Q1 2026158$85.2K<0.1%−157−49.8%ReducedHolders
Q4 2025315$180.7K<0.1%−3−0.9%ReducedHolders
Q3 2025318$180.4K<0.1%+184+137.3%AddedHolders
Q2 2025134$77.3K<0.1%−1,334−90.9%ReducedHolders
Q1 20251,468$830.2K<0.1%−2,839−65.9%ReducedHolders
Q4 20244,307$2.58M0.1%+1,092+34.0%AddedHolders
Q3 20243,215$1.87M0.1%+1,168+57.1%AddedHolders
Q2 20242,047$986.1K<0.1%−3,190−60.9%ReducedHolders
Q1 20245,237$2.94M0.1%−625−10.7%ReducedHolders
Q4 20235,862$3.32M0.1%−2,094−26.3%ReducedHolders
Q3 20237,956$4.08M0.2%−398−4.8%ReducedHolders
Q2 20238,354$3.92M0.2%−59−0.7%ReducedHolders
Q1 20238,413$4.71M0.2%−214−2.5%ReducedHolders
Q4 20228,627$4.01M0.2%−46−0.5%ReducedHolders
Q3 20228,673$3.66M0.2%−303−3.4%ReducedHolders
Q2 20228,976$3.70M0.2%−3,094−25.6%ReducedHolders
Q1 202212,070$6.07M0.3%−2,779−18.7%ReducedHolders
Q4 202114,849$9.10M0.4%−671−4.3%ReducedHolders
Q3 202115,520$9.44M0.4%−238−1.5%ReducedHolders
Q2 202115,758$8.40M0.4%+252+1.6%AddedHolders
Q1 202115,506$6.50M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.