Position in MSCI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,040
+$1,806 QoQ
Shares Held
9
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,003
of 1,074 holders
Holding Since
Dec 2020
10 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $39,733,648 across 9 Financial Data & Stock Exchanges names. MSCI ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
104,451 | $38,074,377 | |
| 2 | MCO |
Moodys Corp /De/
|
1,468 | $664,886 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
4,805 | $591,543 | |
| 4 | CME |
Cme Group Inc.
|
1,364 | $301,212 | |
| 5 | COIN |
Coinbase Global, Inc.
|
325 | $47,511 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
540 | $42,562 | |
| 7 | FDS |
Factset Research Systems Inc
|
22 | $5,061 | |
| 8 | MSCI |
MSCI Inc.
This page
|
9 | $5,040 |
All Filings in MSCI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,040 | 9 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,234 | 6 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,868 | 5 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,837 | 5 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $576 | 1 | Shares | Sole | 2025-07-18 | |
| 2022-09-30 | $1,687 | 4 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $4,121 | 10 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $533 | 1 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $419 | 1 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $446 | 1 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||