Ownership history in USA FINANCIAL FORMULAS · 9 quarters on record
This page tracks every 13F SEC filing in which USA FINANCIAL FORMULAS reported a position in MSCI INC (MSCI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 368 | -58 | -13.6% | 0.04% | $209K | $563.41 |
| 2025 Q2 | ADDED | 426 | +419 | +5985.7% | 0.04% | $246K | $570.85 |
| 2020 Q3 | REDUCED | 7 | -19,567 | -100.0% | 0.00% | $2K | $336.95 |
| 2018 Q4 | REDUCED | 19,574 | -1,997 | -9.3% | 0.86% | $3.5M | $136.75 |
| 2018 Q3 | ADDED | 21,571 | +12,939 | +149.9% | 0.90% | $3.6M | $163.91 |
| 2018 Q2 | REDUCED | 8,632 | -57 | -0.7% | 0.31% | $1.3M | $152.33 |
| 2018 Q1 | ADDED | 8,689 | +2,380 | +37.7% | 0.31% | $1.3M | $137.30 |
| 2017 Q4 | ADDED | 6,309 | +221 | +3.6% | 0.19% | $798K | $115.94 |
| 2016 Q3 | INITIATED | 6,088 | — | — | 0.13% | $511K | $75.70 |
As of 2025 Q4 — sorted by position size