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Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

MSCI holding history

MSCI Inc. in every 13F filed by Selective Wealth Management, Inc., 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 (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q2 2021
Holdings of MSCI by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−150−100.0%Sold outHolders
Q4 2021150$92.0K<0.1%00.0%UnchangedHolders
Q3 2021150$91.0K<0.1%00.0%UnchangedHolders
Q2 2021150$80.0K0.1%+150NewHolders