Position in MSCI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,113,919
-$49,803 QoQ
Shares Held
1,989
-7.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#517
of 1,074 holders
Holding Since
Jun 2024
9 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $13,026,244 across 7 Financial Data & Stock Exchanges names. MSCI ranks #2 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
40,726 | $8,993,522 | |
| 2 | MSCI |
MSCI Inc.
This page
|
1,989 | $1,113,919 | |
| 3 | SPGI |
S&P Global Inc.
|
2,499 | $962,762 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
9,648 | $760,455 | |
| 5 | MCO |
Moodys Corp /De/
|
1,245 | $563,885 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
3,580 | $440,733 | |
| 7 | MORN |
Morningstar, Inc.
|
1,224 | $190,968 |
All Filings in MSCI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,113,919 | 1,989 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,163,722 | 2,159 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $808,385 | 1,409 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $856,221 | 1,509 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $971,806 | 1,685 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,036,561 | 1,833 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,258,820 | 2,098 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,262,626 | 2,166 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $724,552 | 1,504 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||