Position in MSCI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$589,162
-$681,284 QoQ
Shares Held
1,052
-55.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#635
of 1,074 holders
Holding Since
Jun 2024
9 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, 2026Dynasty Wealth Management, LLC holds $1,385,068 across 2 Financial Data & Stock Exchanges names. MSCI ranks #2 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
6,465 | $795,906 | |
| 2 | MSCI |
MSCI Inc.
This page
|
1,052 | $589,162 |
All Filings in MSCI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,162 | 1,052 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,270,446 | 2,357 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,334,495 | 2,326 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,391,289 | 2,452 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,144,319 | 3,718 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,156,251 | 3,813 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,266,837 | 3,778 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,146,931 | 3,683 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,332,038 | 2,765 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||