Position in MSCI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$726,931
+$187,921 QoQ
Shares Held
1,298
+29.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#593
of 1,074 holders
Holding Since
Dec 2023
5 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, 2026Turtle Creek Wealth Advisors, LLC holds $17,441,591 across 6 Financial Data & Stock Exchanges names. MSCI ranks #4 (4.2% of the industry book) .
All Filings in MSCI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $726,931 | 1,298 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $539,010 | 1,000 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $967,882 | 1,687 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $218,452 | 385 | Shares | Sole | 2025-10-29 | |
| 2023-12-31 | $56,565 | 100 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||