PERSONAL CFO SOLUTIONS, LLC

Position in MSCI — MSCI Inc.

CIK 1677501 CHESTER, NJ

Position in MSCI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$693,329

-$246,704 QoQ

Shares Held

1,238

-29.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#605

of 1,074 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $2,502,855 across 5 Financial Data & Stock Exchanges names. MSCI ranks #1 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc. This page	1,238	$693,329
2	MCO	Moodys Corp /De/	1,468	$664,886
3	CME	Cme Group Inc.	1,809	$399,481
4	CBOE	Cboe Global Markets, Inc.	1,563	$379,293
5	MORN	Morningstar, Inc.	2,345	$365,866

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$693,329	1,238	-29.0%	Shares	Sole	2026-08-07
2026-03-31	$940,033	1,744	-13.8%	Shares	Sole	2026-04-30
2025-12-31	$1,160,655	2,023	-5.0%	Shares	Defined	2026-01-22
2025-09-30	$1,208,015	2,129	-1.1%	Shares	Defined	2025-11-10
2025-06-30	$1,241,721	2,153	-0.6%	Shares	Defined	2025-08-12
2025-03-31	$1,225,438	2,167	-13.3%	Shares	Defined	2025-04-30
2024-12-31	$1,500,025	2,500	-0.8%	Shares	Defined	2025-02-07
2024-09-30	$1,469,566	2,521	+31.9%	Shares	Defined	2024-11-14
2024-06-30	$921,106	1,912	+266.3%	Shares	Defined	2024-08-09
2024-03-31	$292,554	522	+0.4%	Shares	Defined	2024-05-13
2023-12-31	$294,138	520	+1.0%	Shares	Defined	2024-02-13
2023-09-30	$264,236	515	+8.9%	Shares	Defined	2023-11-13
2023-03-31	$264,733	473	+5.3%	Shares	Defined	2023-05-09
2022-12-31	$208,861	449	-6.5%	Shares	Defined	2023-02-14
2022-09-30	$202,459	480	+6.2%	Shares	Defined	2022-11-01
2022-03-31	$227,301	452	-62.6%	Shares	Defined	2022-05-02
2021-12-31	$741,354	1,210	+1.7%	Shares	Defined	2022-02-11
2021-09-30	$723,924	1,190	+1.4%	Shares	Defined	2021-11-18
2021-06-30	$625,302	1,173	-9.2%	Shares	Defined	2021-07-22
2021-03-31	$541,709	1,292	-10.2%	Shares	Defined	2021-04-21
2020-12-31	$642,556	1,439	+17.8%	Shares	Defined	2021-02-09
2020-09-30	$435,985	1,222	-36.1%	Shares	Defined	2020-11-02
2020-06-30	$638,263	1,912	-2.3%	Shares	Defined	2020-08-03
2020-03-31	$565,783	1,958	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.