BAKER TILLY WEALTH MANAGEMENT, LLC

Position in MSCI — MSCI Inc.

CIK 1840565 MADISON, WI

Position in MSCI

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$362,905

-$82,317 QoQ

Shares Held

648

-21.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#729

of 1,074 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $925,503 across 3 Financial Data & Stock Exchanges names. MSCI ranks #1 (39.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc. This page	648	$362,905
2	MCO	Moodys Corp /De/	660	$298,927
3	FDS	Factset Research Systems Inc	1,146	$263,671

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$362,905	648	-21.5%	Shares	Sole	2026-07-17
2026-03-31	$445,222	826	-15.8%	Shares	Sole	2026-04-10
2025-12-31	$562,829	981	+0.1%	Shares	Sole	2026-01-08
2025-09-30	$556,061	980	+2.4%	Shares	Sole	2025-10-09
2025-06-30	$551,940	957	-4.1%	Shares	Sole	2025-07-10
2025-03-31	$564,369	998	-4.4%	Shares	Sole	2025-04-09
2024-12-31	$626,410	1,044	+6.0%	Shares	Sole	2025-01-10
2024-09-30	$574,186	985	+21.8%	Shares	Sole	2024-10-24
2024-06-30	$389,735	809	+41.4%	Shares	Sole	2024-07-18
2023-06-30	$268,433	572	-6.4%	Shares	Sole	2023-07-20
2023-03-31	$341,970	611	-1.8%	Shares	Sole	2023-04-12
2022-12-31	$289,335	622	+22.0%	Shares	Sole	2023-01-26
2022-06-30	$210,196	510	-30.6%	Shares	Sole	2022-07-28
2022-03-31	$369,616	735	-76.5%	Shares	Sole	2022-04-27
2021-12-31	$1,916,494	3,128	+17.9%	Shares	Sole	2022-02-08
2021-09-30	$1,614,534	2,654	+14.8%	Shares	Sole	2021-11-02
2021-06-30	$1,231,947	2,311	+11.0%	Shares	Sole	2021-07-30
2021-03-31	$872,940	2,082	+5.0%	Shares	Sole	2021-04-28
2020-12-31	$885,468	1,983	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.