Position in MSCI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$385,867
-$142,901 QoQ
Shares Held
689
-29.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#711
of 1,074 holders
Holding Since
Jun 2024
9 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, 2026Alliance Wealth Advisors, LLC /UT holds $1,404,334 across 2 Financial Data & Stock Exchanges names. MSCI ranks #2 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
4,612 | $1,018,467 | |
| 2 | MSCI |
MSCI Inc.
This page
|
689 | $385,867 |
All Filings in MSCI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,867 | 689 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $528,768 | 981 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,043,614 | 1,819 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,909,902 | 3,366 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,454,028 | 4,255 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,630,140 | 4,651 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,026,450 | 5,044 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,139,078 | 5,385 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,688,533 | 3,505 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||