Ellevest, Inc.

Position in MSCI — MSCI Inc.

CIK 1644128 NEW YORK, NY

Position in MSCI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$467,633

+$7,319 QoQ

Shares Held

835

-2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#677

of 1,074 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ellevest, Inc. holds $2,933,011 across 5 Financial Data & Stock Exchanges names. MSCI ranks #4 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	2,517	$969,686
2	MCO	Moodys Corp /De/	1,451	$657,186
3	CME	Cme Group Inc.	2,463	$543,904
4	MSCI	MSCI Inc. This page	835	$467,633
5	ICE	Intercontinental Exchange, Inc.	2,393	$294,602

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$467,633	835	-2.2%	Shares	Sole	2026-08-10
2026-03-31	$460,314	854	-15.1%	Shares	Sole	2026-05-11
2025-12-31	$577,172	1,006	+14.8%	Shares	Sole	2026-02-10
2025-09-30	$497,051	876	+12.6%	Shares	Sole	2025-11-14
2025-06-30	$448,703	778	-22.1%	Shares	Sole	2025-08-05
2025-03-31	$564,934	999	-11.4%	Shares	Sole	2025-05-14
2024-12-31	$676,211	1,127	-6.0%	Shares	Sole	2025-02-14
2024-09-30	$698,933	1,199	-11.5%	Shares	Sole	2024-11-13
2024-06-30	$652,771	1,355	+7.5%	Shares	Sole	2024-08-14
2024-03-31	$706,167	1,260	+4.1%	Shares	Sole	2024-05-13
2023-12-31	$684,436	1,210	-2.7%	Shares	Sole	2024-02-06
2023-09-30	$637,758	1,243	-11.3%	Shares	Sole	2023-11-09
2023-06-30	$657,944	1,402	-6.2%	Shares	Sole	2023-08-09
2023-03-31	$836,736	1,495	+2.3%	Shares	Sole	2023-05-04
2022-12-31	$679,613	1,461	-5.1%	Shares	Sole	2023-02-03
2022-09-30	$649,134	1,539	+52.1%	Shares	Sole	2022-11-02
2022-06-30	$417,095	1,012	+3.6%	Shares	Sole	2022-07-18
2022-03-31	$491,313	977	+53.4%	Shares	Sole	2022-04-19
2021-12-31	$390,283	637	+3.6%	Shares	Sole	2022-01-24
2021-09-30	$374,129	615	+50.4%	Shares	Sole	2021-10-19
2021-06-30	$218,029	409	-1.0%	Shares	Sole	2021-07-13
2021-03-31	$173,162	413	-5.9%	Shares	Sole	2021-05-03
2020-12-31	$196,026	439	+56.2%	Shares	Sole	2021-02-04
2020-09-30	$100,255	281	+19.1%	Shares	Sole	2020-10-26
2020-06-30	$78,781	236	+80.2%	Shares	Sole	2020-07-06
2020-03-31	$37,853	131	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.