Position in MSCI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,040
+$1,267 QoQ
Shares Held
9
+28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,004
of 1,074 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $107,555 across 9 Financial Data & Stock Exchanges names. MSCI ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
78 | $28,512 | |
| 2 | MCO |
Moodys Corp /De/
|
44 | $19,928 | |
| 3 | CME |
Cme Group Inc.
|
83 | $18,328 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
107 | $13,172 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
165 | $13,005 | |
| 6 | MSCI |
MSCI Inc.
This page
|
9 | $5,040 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
14 | $3,397 | |
| 8 | COIN |
Coinbase Global, Inc.
|
22 | $3,216 |
All Filings in MSCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,040 | 9 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,773 | 7 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $4,016 | 7 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $3,971 | 7 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $4,037 | 7 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $3,958 | 7 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $4,200 | 7 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $4,080 | 7 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $23,124 | 48 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $26,901 | 48 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $3,959 | 7 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $3,591 | 7 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $3,285 | 7 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $3,917 | 7 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $3,256 | 7 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $2,952 | 7 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $2,885 | 7 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $3,520 | 7 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $4,288 | 7 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $4,258 | 7 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $3,731 | 7 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $7,127 | 17 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $6,697 | 15 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $5,351 | 15 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $5,007 | 15 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $2,889 | 10 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||