Position in MSCI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$309,142
-$66,008 QoQ
Shares Held
552
-20.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#766
of 1,078 holders
Holding Since
Jun 2024
9 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, 2026Icon Wealth Advisors, LLC holds $4,983,124 across 4 Financial Data & Stock Exchanges names. MSCI ranks #4 (6.2% of the industry book) .
All Filings in MSCI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,142 | 552 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $375,150 | 696 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,771,689 | 4,831 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,902,869 | 5,116 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,630,001 | 6,294 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,564,346 | 6,303 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,756,062 | 6,260 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,590,848 | 6,160 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,923,146 | 3,992 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||