Position in MSCI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$948,707
+$7,596 QoQ
Shares Held
1,694
-3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#550
of 1,078 holders
Holding Since
Dec 2020
23 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, 2026Institute for Wealth Management, LLC. holds $5,586,490 across 10 Financial Data & Stock Exchanges names. MSCI ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
8,700 | $1,921,221 | |
| 2 | MCO |
Moodys Corp /De/
|
2,146 | $971,966 | |
| 3 | MSCI |
MSCI Inc.
This page
|
1,694 | $948,707 | |
| 4 | SPGI |
S&P Global Inc.
|
2,352 | $906,153 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
3,251 | $400,230 | |
| 6 | FDS |
Factset Research Systems Inc
|
770 | $177,161 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
480 | $116,481 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
920 | $72,514 |
All Filings in MSCI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $948,707 | 1,694 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $941,111 | 1,746 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $990,831 | 1,727 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,003,748 | 1,769 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $994,299 | 1,724 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,004,893 | 1,777 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $930,615 | 1,551 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $906,456 | 1,555 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $666,742 | 1,384 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $645,638 | 1,152 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $655,022 | 1,158 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $598,764 | 1,167 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $547,192 | 1,166 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $765,655 | 1,368 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $648,446 | 1,394 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $546,639 | 1,296 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $504,471 | 1,224 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $602,953 | 1,199 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $716,234 | 1,169 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $733,049 | 1,205 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $547,473 | 1,027 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $393,703 | 939 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $362,135 | 811 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||