Position in MSCI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$221,215
+$13,158 QoQ
Shares Held
395
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#827
of 1,074 holders
Holding Since
Jun 2023
11 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, 2026Legacy Advisors, LLC holds $965,545 across 4 Financial Data & Stock Exchanges names. MSCI ranks #3 (22.9% of the industry book) .
All Filings in MSCI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,215 | 395 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $208,057 | 386 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $208,263 | 363 | Shares | Sole | 2026-01-27 | |
| 2025-03-31 | $1,495,182 | 2,644 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,681,228 | 2,802 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $640,057 | 1,098 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $520,290 | 1,080 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $439,953 | 785 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $375,591 | 664 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $331,449 | 646 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $297,529 | 634 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||