Position in MSCI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$432,910
+$16,256 QoQ
Shares Held
773
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#693
of 1,074 holders
Holding Since
Dec 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, 2026Elk River Wealth Management LLC holds $6,485,366 across 2 Financial Data & Stock Exchanges names. MSCI ranks #2 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
49,163 | $6,052,456 | |
| 2 | MSCI |
MSCI Inc.
This page
|
773 | $432,910 |
All Filings in MSCI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,910 | 773 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $416,654 | 773 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $443,493 | 773 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $438,607 | 773 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $445,820 | 773 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $437,131 | 773 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $468,007 | 780 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $454,685 | 780 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $375,765 | 780 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $437,151 | 780 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $441,207 | 780 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $400,202 | 780 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $366,046 | 780 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $436,558 | 780 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $362,832 | 780 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $328,996 | 780 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $321,477 | 780 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $392,246 | 780 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $477,898 | 780 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $474,505 | 780 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $415,802 | 780 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $327,038 | 780 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $348,293 | 780 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||