Position in MSCI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$298,501
+$21,450 QoQ
Shares Held
533
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#769
of 1,074 holders
Holding Since
Dec 2024
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, 2026Aprio Wealth Management, LLC holds $3,241,672 across 8 Financial Data & Stock Exchanges names. MSCI ranks #6 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,922 | $700,471 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
5,418 | $667,009 | |
| 3 | MCO |
Moodys Corp /De/
|
953 | $431,632 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
1,473 | $357,452 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
4,031 | $317,723 | |
| 6 | MSCI |
MSCI Inc.
This page
|
533 | $298,501 | |
| 7 | CME |
Cme Group Inc.
|
1,217 | $268,750 | |
| 8 | COIN |
Coinbase Global, Inc.
|
1,369 | $200,134 |
All Filings in MSCI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,501 | 533 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $277,051 | 514 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $279,406 | 487 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $225,261 | 397 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $254,475 | 450 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $226,803 | 378 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||