Position in MSCI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,396,411
+$233,903 QoQ
Shares Held
4,279
+6.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#403
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, 2026Segment Wealth Management, LLC holds $29,755,129 across 3 Financial Data & Stock Exchanges names. MSCI ranks #3 (8.1% of the industry book) .
All Filings in MSCI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,396,411 | 4,279 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,162,508 | 4,012 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,304,099 | 4,016 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,164,669 | 3,815 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,166,235 | 3,756 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,993,387 | 3,525 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,957,832 | 3,263 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,902,100 | 3,263 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,569,059 | 3,257 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,768,780 | 3,156 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,556,668 | 2,752 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,134,932 | 2,212 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $916,054 | 1,952 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $1,026,471 | 1,834 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $871,728 | 1,874 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $787,903 | 1,868 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $721,262 | 1,750 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,026,880 | 2,042 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,158,596 | 1,891 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,137,595 | 1,870 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $966,474 | 1,813 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $760,154 | 1,813 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $773,389 | 1,732 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $616,159 | 1,727 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $485,708 | 1,455 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $392,985 | 1,360 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||