Net Worth Advisory Group

Position in MSCI — MSCI Inc.

CIK 1791998 SANDY, UT

Position in MSCI

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$314,182

-$7,067 QoQ

Shares Held

561

-5.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#759

of 1,074 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Net Worth Advisory Group holds $2,221,481 across 6 Financial Data & Stock Exchanges names. MSCI ranks #3 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	4,849	$596,960
2	CME	Cme Group Inc.	2,673	$590,278
3	MSCI	MSCI Inc. This page	561	$314,182
4	MCO	Moodys Corp /De/	619	$280,357
5	SPGI	S&P Global Inc.	626	$228,096
6	CBOE	Cboe Global Markets, Inc.	872	$211,608

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$314,182	561	-5.9%	Shares	Sole	2026-07-14
2026-03-31	$321,249	596	-10.1%	Shares	Sole	2026-05-05
2025-12-31	$380,382	663	+1.8%	Shares	Sole	2026-01-14
2025-09-30	$369,383	651	-6.3%	Shares	Sole	2025-10-15
2025-06-30	$400,834	695	+3.7%	Shares	Sole	2025-07-22
2025-03-31	$378,885	670	+6.2%	Shares	Sole	2025-04-15
2024-12-31	$378,606	631	+0.3%	Shares	Sole	2025-02-07
2024-09-30	$366,662	629	—	Shares	Sole	2024-10-17
No filing history on record for this holder in this stock.