Position in MSCI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$537,638
+$22,884 QoQ
Shares Held
960
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#655
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, 2026Wellspring Financial Advisors, LLC holds $3,820,832 across 6 Financial Data & Stock Exchanges names. MSCI ranks #4 (14.1% 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 | $537,638 | 960 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $514,754 | 955 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $554,796 | 967 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $215,124 | 373 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $207,538 | 367 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $216,603 | 361 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||