Position in MSCI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$302,421
-$160,049 QoQ
Shares Held
540
-37.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#768
of 1,074 holders
Holding Since
Mar 2022
9 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 Jun 30, 2026Aaron Wealth Advisors LLC holds $5,419,053 across 9 Financial Data & Stock Exchanges names. MSCI ranks #8 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
5,258 | $1,916,472 | |
| 2 | MCO |
Moodys Corp /De/
|
1,927 | $872,776 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
2,447 | $593,813 | |
| 4 | CME |
Cme Group Inc.
|
2,139 | $472,355 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
2,895 | $356,403 | |
| 6 | MORN |
Morningstar, Inc.
|
2,102 | $327,954 | |
| 7 | COIN |
Coinbase Global, Inc.
|
2,143 | $313,285 | |
| 8 | MSCI |
MSCI Inc.
This page
|
540 | $302,421 |
All Filings in MSCI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,421 | 540 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $462,470 | 858 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $400,463 | 698 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $217,318 | 383 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $205,319 | 356 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $237,510 | 420 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $276,604 | 461 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $222,679 | 382 | Shares | Sole | 2024-10-17 | |
| 2022-03-31 | $146,000 | 73,420 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||