Position in MSCI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$7,280
-$3,500 QoQ
Shares Held
13
-35.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#982
of 1,074 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $42,456 across 7 Financial Data & Stock Exchanges names. MSCI ranks #2 (17.1% of the industry book) .
All Filings in MSCI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,280 | 13 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $10,780 | 20 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $12,048 | 21 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $5,106 | 9 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $5,190 | 9 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,089 | 9 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,400 | 9 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $5,246 | 9 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,335 | 9 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,088 | 18 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $6,787 | 12 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $6,156 | 12 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $5,162 | 11 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $6,156 | 11 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $3,256 | 7 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $2,952 | 7 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||