Position in MSCI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$293,460
+$6,168 QoQ
Shares Held
524
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#770
of 1,074 holders
Holding Since
Mar 2023
6 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, 2026CM WEALTH ADVISORS LLC holds $1,115,647 across 3 Financial Data & Stock Exchanges names. MSCI ranks #3 (26.3% of the industry book) .
All Filings in MSCI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,460 | 524 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $287,292 | 533 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $387,841 | 676 | Shares | Sole | 2026-01-26 | |
| 2024-03-31 | $564,933 | 1,008 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $319,586 | 681 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,633 | 3,564 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||