Position in MSCI
as of Mar 31, 2026
· filed Jul 15, 2026
Position Value
$550,329
-$10,262 QoQ
Shares Held
1,021
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 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, 2026Unique Wealth Strategies, LLC holds $1,963,182 across 2 Financial Data & Stock Exchanges names.
All Filings in MSCI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $550,329 | 1,021 | Shares | Sole | 2026-07-15 | |
| 2025-06-30 | $560,591 | 972 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $568,327 | 1,005 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $7,226 | 15 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||