Everhart Financial Group, Inc.

Position in MSCI — MSCI Inc.

CIK 1852858 Dublin, OH

Position in MSCI

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$239,859

+$17,252 QoQ

Shares Held

445

+14.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $3,713,977 across 6 Financial Data & Stock Exchanges names.

#	Ticker	Company	Shares	Value (USD)
1	CBOE	Cboe Global Markets, Inc.	3,418	$829,446
2	SPGI	S&P Global Inc.	2,059	$750,560
3	NDAQ	Nasdaq, Inc.	8,876	$699,606
4	CME	Cme Group Inc.	2,835	$626,053
5	MCO	Moodys Corp /De/	1,143	$517,687
6	COIN	Coinbase Global, Inc.	1,988	$290,625

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$239,859	445	+14.7%	Shares	Sole	2026-04-09
2025-12-31	$222,607	388	+8.7%	Shares	Sole	2026-01-07
2025-09-30	$202,565	357	-5.3%	Shares	Sole	2025-11-04
2024-12-31	$226,203	377	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.