Position in MSCI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,174,075
+$1,014,126 QoQ
Shares Held
3,882
+80.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#414
of 1,074 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $53,697,882 across 8 Financial Data & Stock Exchanges names. MSCI ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
99,892 | $38,488,104 | |
| 2 | CME |
Cme Group Inc.
|
30,603 | $6,758,060 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
32,613 | $4,014,986 | |
| 4 | MSCI |
MSCI Inc.
This page
|
3,882 | $2,174,075 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
3,117 | $756,402 | |
| 6 | COIN |
Coinbase Global, Inc.
|
5,089 | $743,960 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
5,573 | $439,263 | |
| 8 | FDS |
Factset Research Systems Inc
|
1,404 | $323,032 |
All Filings in MSCI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,174,075 | 3,882 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,159,949 | 2,152 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,179,015 | 2,055 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,286,130 | 2,230 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,263,892 | 2,235 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,345,822 | 2,243 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,318,587 | 2,262 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $246,656 | 512 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $248,839 | 444 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $244,360 | 432 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $247,817 | 483 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $205,080 | 25,828 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $852,507 | 9,710 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $271,194 | 583 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $813,171 | 1,973 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $339,444 | 675 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $265,294 | 433 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $254,894 | 419 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $215,364 | 404 | Shares | Sole | 2021-08-24 | |
| No filing history on record for this holder in this stock. | ||||||