Balboa Wealth Partners
- SEC CIK
- 0001929008
- Latest filing
- Aug 10, 2026
MSCI holding history
MSCI Inc. in every 13F filed by Balboa Wealth Partners, 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 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −830−100.0% | Sold out | Holders |
| Q1 2024 | 830 | $465.2K | 0.1% | +7+0.9% | Added | Holders |
| Q4 2023 | 823 | $465.3K | 0.2% | −345−29.5% | Reduced | Holders |
| Q3 2023 | 1,168 | $599.3K | 0.2% | −229−16.4% | Reduced | Holders |
| Q2 2023 | 1,397 | $655.5K | 0.2% | −304−17.9% | Reduced | Holders |
| Q1 2023 | 1,701 | $952.3K | 0.4% | −2,251−57.0% | Reduced | Holders |
| Q4 2022 | 3,952 | $1.84M | 0.8% | −760−16.1% | Reduced | Holders |
| Q3 2022 | 4,712 | $1.99M | 0.9% | – | No prior filing | Holders |