AXXCESS WEALTH MANAGEMENT, LLC

Position in MSCI — MSCI Inc.

CIK 1911056 CARLSBAD, CA

Position in MSCI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$271,059

-$67,684 QoQ

Shares Held

484

-18.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#779

of 1,074 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $4,859,802 across 6 Financial Data & Stock Exchanges names. MSCI ranks #5 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MORN	Morningstar, Inc.	16,454	$2,567,153
2	COIN	Coinbase Global, Inc.	5,429	$793,665
3	SPGI	S&P Global Inc.	1,681	$647,543
4	ICE	Intercontinental Exchange, Inc.	3,029	$372,900
5	MSCI	MSCI Inc. This page	484	$271,059
6	CBOE	Cboe Global Markets, Inc.	855	$207,482

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$271,059	484	-18.9%	Shares	Sole	2026-07-28
2025-09-30	$338,743	597	+1.0%	Shares	Sole	2025-11-07
2025-06-30	$340,853	591	+0.5%	Shares	Sole	2025-07-28
2025-03-31	$332,514	588	-12.6%	Shares	Sole	2025-04-30
2024-12-31	$403,806	673	+0.6%	Shares	Sole	2025-02-10
2024-09-30	$389,980	669	+5.0%	Shares	Sole	2024-11-04
2024-06-30	$306,874	637	-95.5%	Shares	Sole	2024-08-09
2024-03-31	$7,905,147	14,105	+0.9%	Shares	Sole	2024-05-14
2023-12-31	$7,910,049	13,984	+5.0%	Shares	Sole	2024-02-06
2023-09-30	$6,831,660	13,315	+2.1%	Shares	Sole	2023-11-14
2023-06-30	$6,120,010	13,041	+13.2%	Shares	Sole	2023-08-08
2023-03-31	$6,448,188	11,521	-4.7%	Shares	Sole	2023-05-03
2022-09-30	$5,098,597	12,088	+3.0%	Shares	Sole	2022-11-14
2022-06-30	$4,838,641	11,740	-1.1%	Shares	Sole	2022-08-11
2022-03-31	$5,969,185	11,870	-11.6%	Shares	Sole	2022-08-11
2021-12-31	$8,225,975	13,426	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.