Advocacy Wealth Management, LLC

Position in MSCI — MSCI Inc.

CIK 1569452 ATLANTA, GA

Position in MSCI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,263,450

+$353,602 QoQ

Shares Held

2,256

+33.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#496

of 1,074 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Advocacy Wealth Management, LLC holds $25,404,086 across 4 Financial Data & Stock Exchanges names. MSCI ranks #3 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	36,205	$13,949,876
2	ICE	Intercontinental Exchange, Inc.	75,467	$9,290,742
3	MSCI	MSCI Inc. This page	2,256	$1,263,450
4	TRU	TransUnion	12,476	$900,018

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,263,450	2,256	+33.6%	Shares	Sole	2026-07-29
2026-03-31	$909,848	1,688	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.