Position in MSCI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$266,018
+$12,684 QoQ
Shares Held
475
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#787
of 1,074 holders
Holding Since
Jun 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, 2026Independent Advisor Alliance holds $10,059,448 across 9 Financial Data & Stock Exchanges names. MSCI ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
10,454 | $4,027,801 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
15,528 | $1,911,651 | |
| 3 | MCO |
Moodys Corp /De/
|
2,706 | $1,225,600 | |
| 4 | CME |
Cme Group Inc.
|
3,360 | $741,988 | |
| 5 | COIN |
Coinbase Global, Inc.
|
4,615 | $674,666 | |
| 6 | FDS |
Factset Research Systems Inc
|
2,331 | $536,316 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
1,663 | $403,559 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
3,449 | $271,849 |
All Filings in MSCI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,018 | 475 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $253,334 | 470 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $231,213 | 403 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $288,811 | 509 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $281,448 | 488 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $269,743 | 477 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $373,806 | 623 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $285,052 | 489 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $284,232 | 590 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $307,126 | 548 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $325,248 | 575 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $236,529 | 461 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $224,320 | 478 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $267,531 | 478 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $203,724 | 483 | Shares | Sole | 2022-11-04 | |
| 2022-03-31 | $242,891 | 483 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $292,253 | 477 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $248,811 | 409 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $218,029 | 409 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||