Position in MSCI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$482,754
+$18,128 QoQ
Shares Held
862
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#676
of 1,074 holders
Holding Since
Dec 2020
22 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, 2026Ascent Wealth Partners, LLC holds $2,052,634 across 2 Financial Data & Stock Exchanges names. MSCI ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
7,109 | $1,569,880 | |
| 2 | MSCI |
MSCI Inc.
This page
|
862 | $482,754 |
All Filings in MSCI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,754 | 862 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $464,626 | 862 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,463,653 | 13,009 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $7,567,547 | 13,337 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,789,450 | 13,506 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,974,681 | 14,102 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $8,034,133 | 13,390 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,839,825 | 13,449 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,994,302 | 10,367 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $497,119 | 887 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $501,731 | 887 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $449,971 | 877 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $356,660 | 760 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $333,575 | 596 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $280,032 | 602 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $285,130 | 676 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $343,969 | 684 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $431,333 | 704 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $411,237 | 676 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $360,895 | 677 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $257,018 | 613 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $269,704 | 604 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||