Position in MSCI
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$862,416
-$55,552 QoQ
Shares Held
1,600
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Opes Wealth Management LLC holds $1,900,469 across 3 Financial Data & Stock Exchanges names. MSCI ranks #1 (45.4% of the industry book) .
All Filings in MSCI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $862,416 | 1,600 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $917,968 | 1,600 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $907,856 | 1,600 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $922,784 | 1,600 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $904,800 | 1,600 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||