Position in MSCI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$60,484
-$24,679 QoQ
Shares Held
108
-31.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#889
of 1,074 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,849,571 across 11 Financial Data & Stock Exchanges names. MSCI ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
24,554 | $5,422,259 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
22,058 | $2,715,560 | |
| 3 | SPGI |
S&P Global Inc.
|
3,185 | $1,227,074 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
11,151 | $878,921 | |
| 5 | MCO |
Moodys Corp /De/
|
508 | $230,083 | |
| 6 | FDS |
Factset Research Systems Inc
|
610 | $140,348 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
360 | $87,361 | |
| 8 | COIN |
Coinbase Global, Inc.
|
477 | $69,732 |
All Filings in MSCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,484 | 108 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $85,163 | 158 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $180,724 | 315 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $180,436 | 318 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $77,283 | 134 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $830,154 | 1,468 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $2,584,243 | 4,307 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,874,119 | 3,215 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $986,142 | 2,047 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,935,076 | 5,237 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $3,315,840 | 5,862 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $4,082,064 | 7,956 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $3,920,448 | 8,354 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $4,708,671 | 8,413 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $4,013,021 | 8,627 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $3,658,184 | 8,673 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $3,699,458 | 8,976 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $6,069,761 | 12,070 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $9,097,833 | 14,849 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $9,441,436 | 15,520 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $8,400,274 | 15,758 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $6,501,355 | 15,506 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $5,991,986 | 13,419 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $4,466,172 | 12,518 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $4,522,927 | 13,549 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $3,527,912 | 12,209 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||