Position in MSCI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$303,541
+$20,119 QoQ
Shares Held
542
+9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#766
of 1,074 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $14,747,808 across 11 Financial Data & Stock Exchanges names. MSCI ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
19,066 | $4,626,746 | |
| 2 | COIN |
Coinbase Global, Inc.
|
21,199 | $3,099,081 | |
| 3 | CME |
Cme Group Inc.
|
10,558 | $2,331,523 | |
| 4 | SPGI |
S&P Global Inc.
|
3,843 | $1,480,797 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
8,534 | $1,050,620 | |
| 6 | MCO |
Moodys Corp /De/
|
2,198 | $995,518 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
7,661 | $603,840 | |
| 8 | MSCI |
MSCI Inc.
This page
|
542 | $303,541 |
All Filings in MSCI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,541 | 542 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $283,422 | 494 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $80,572 | 142 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $73,822 | 128 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $70,201 | 117 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $78,695 | 135 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $46,729 | 97 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $197,278 | 352 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $189,492 | 335 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $190,865 | 372 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $168,944 | 360 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $202,048 | 361 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $165,600 | 356 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $159,858 | 379 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $155,380 | 377 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $183,048 | 364 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $134,443 | 221 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $90,623 | 170 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $57,860 | 138 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $55,369 | 124 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $49,592 | 139 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $72,438 | 217 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $56,925 | 197 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||