Position in MSCI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,600
-$868 QoQ
Shares Held
10
-16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#997
of 1,074 holders
Holding Since
Sep 2020
14 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, 2026Crewe Advisors LLC holds $2,095,484 across 7 Financial Data & Stock Exchanges names. MSCI ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
3,957 | $1,792,204 | |
| 2 | SPGI |
S&P Global Inc.
|
576 | $209,987 | |
| 3 | CME |
Cme Group Inc.
|
260 | $57,415 | |
| 4 | COIN |
Coinbase Global, Inc.
|
131 | $19,150 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
49 | $6,032 | |
| 6 | MSCI |
MSCI Inc.
This page
|
10 | $5,600 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
21 | $5,096 |
All Filings in MSCI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,600 | 10 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,468 | 12 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,605 | 15 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,674 | 10 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $63,591 | 132 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $33,627 | 60 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $5,116 | 11 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $16,871 | 40 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,479 | 23 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $2,433 | 4 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,132 | 4 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,677 | 4 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,786 | 4 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,497 | 7 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||