Position in MSCI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$230,176
-$6,449 QoQ
Shares Held
411
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#818
of 1,074 holders
Holding Since
Dec 2024
7 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, 2026Optivise Advisory Services LLC holds $230,176 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
|
411 | $230,176 |
All Filings in MSCI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,176 | 411 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $236,625 | 439 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $265,063 | 462 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $310,373 | 547 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $327,588 | 568 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $305,370 | 540 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $312,005 | 520 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||