Position in MSCI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$275,539
-$5,285 QoQ
Shares Held
492
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#776
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, 2026WEALTH ALLIANCE, LLC holds $2,836,502 across 4 Financial Data & Stock Exchanges names. MSCI ranks #4 (9.7% of the industry book) .
All Filings in MSCI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,539 | 492 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $280,824 | 521 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $273,669 | 477 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $309,805 | 546 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $322,974 | 560 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $365,878 | 647 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $426,607 | 711 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $417,377 | 716 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $279,415 | 580 | Shares | Defined | 2024-08-09 | |
| 2023-12-31 | $217,775 | 385 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $202,153 | 394 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $265,148 | 565 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $347,567 | 621 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $284,684 | 612 | Shares | Defined | 2023-02-13 | |
| 2022-03-31 | $351,513 | 699 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $703,367 | 1,148 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $709,323 | 1,166 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $640,229 | 1,201 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $517,810 | 1,235 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $666,222 | 1,492 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $550,154 | 1,542 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $545,795 | 1,635 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $529,085 | 1,831 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||