Ascentis Independent Advisors

Position in MSCI — MSCI Inc.

CIK 1845003 DALLAS, TX

Position in MSCI

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$5,390

-$17,924 QoQ

Shares Held

-75.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ascentis Independent Advisors holds $33,366 across 4 Financial Data & Stock Exchanges names.

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	114	$25,174
2	ICE	Intercontinental Exchange, Inc.	27	$3,323
3	SPGI	S&P Global Inc.	6	$2,443
4	CBOE	Cboe Global Markets, Inc.	10	$2,426

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,390	10	-75.0%	Shares	Sole	2026-04-28
2024-09-30	$23,314	40	-97.1%	Shares	Sole	2024-10-29
2020-12-31	$624,695	1,399	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.