Position in MSCI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,587,713
+$119,450 QoQ
Shares Held
2,835
+4.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#463
of 1,074 holders
Holding Since
Dec 2021
19 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, 2026Sequoia Financial Advisors, LLC holds $26,519,971 across 11 Financial Data & Stock Exchanges names. MSCI ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
85,621 | $6,748,647 | |
| 2 | CME |
Cme Group Inc.
|
26,009 | $5,743,567 | |
| 3 | SPGI |
S&P Global Inc.
|
9,369 | $3,415,281 | |
| 4 | MCO |
Moodys Corp /De/
|
6,044 | $2,737,448 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
19,109 | $2,352,508 | |
| 6 | MSCI |
MSCI Inc.
This page
|
2,835 | $1,587,713 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
5,800 | $1,407,486 | |
| 8 | COIN |
Coinbase Global, Inc.
|
6,593 | $963,830 |
All Filings in MSCI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,587,713 | 2,835 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,468,263 | 2,724 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,838,804 | 3,205 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,581,371 | 2,787 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,476,454 | 2,560 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,385,475 | 2,450 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,638,027 | 2,730 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,351,231 | 2,318 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $971,208 | 2,016 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,050,283 | 1,874 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,450,395 | 4,332 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $658,281 | 1,283 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $364,638 | 777 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $434,319 | 776 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $350,273 | 753 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $225,657 | 535 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $232,040 | 563 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $227,804 | 453 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $214,441 | 350 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||