Position in MSCI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$272,739
-$98,638 QoQ
Shares Held
487
-29.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#777
of 1,074 holders
Holding Since
Dec 2022
15 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, 2026Beverly Hills Private Wealth, LLC holds $272,739 across 1 Financial Data & Stock Exchanges name. MSCI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
This page
|
487 | $272,739 |
All Filings in MSCI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,739 | 487 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $371,377 | 689 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $395,299 | 689 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $390,945 | 689 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $397,373 | 689 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $389,629 | 689 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $413,406 | 689 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $401,638 | 689 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $331,925 | 689 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $418,095 | 746 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $425,934 | 753 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $393,532 | 767 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $393,265 | 838 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $430,961 | 770 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $340,969 | 733 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||