Position in MSCI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$58,244
+$4,343 QoQ
Shares Held
104
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#893
of 1,075 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Covestor Ltd holds $485,388 across 11 Financial Data & Stock Exchanges names. MSCI ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
270 | $103,851 | |
| 2 | CME |
Cme Group Inc.
|
396 | $87,448 | |
| 3 | FDS |
Factset Research Systems Inc
|
304 | $69,944 | |
| 4 | MSCI |
MSCI Inc.
This page
|
104 | $58,244 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
185 | $44,893 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
411 | $32,395 | |
| 7 | MCO |
Moodys Corp /De/
|
67 | $30,345 | |
| 8 | MORN |
Morningstar, Inc.
|
156 | $24,339 |
All Filings in MSCI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,244 | 104 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $53,901 | 100 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $119,909 | 209 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $130,504 | 230 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $112,464 | 195 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $132,327 | 234 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $124,802 | 208 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $142,234 | 244 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $103,576 | 215 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $98,639 | 176 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $20,363 | 36 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $19,497 | 38 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $17,363 | 37 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $48,133 | 86 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $42,330 | 91 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $36,273 | 86 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,310 | 42 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $21,120 | 42 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $14,704 | 24 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||