Position in MSCI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,053,435
+$316,609 QoQ
Shares Held
1,881
+37.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#525
of 1,074 holders
Holding Since
Mar 2026
2 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, 2026Ducere Wealth Management LLC holds $1,418,466 across 2 Financial Data & Stock Exchanges names. MSCI ranks #1 (74.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
This page
|
1,881 | $1,053,435 | |
| 2 | CME |
Cme Group Inc.
|
1,653 | $365,031 |
All Filings in MSCI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,053,435 | 1,881 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $736,826 | 1,367 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||