Position in MSCI
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$20,721
+$778 QoQ
Shares Held
37
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#932
of 1,074 holders
Holding Since
Sep 2025
4 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, 2026KERR FINANCIAL PLANNING Corp holds $379,485 across 9 Financial Data & Stock Exchanges names. MSCI ranks #3 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
1,712 | $250,277 | |
| 2 | SPGI |
S&P Global Inc.
|
93 | $35,838 | |
| 3 | MSCI |
MSCI Inc.
This page
|
37 | $20,721 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
238 | $18,759 | |
| 5 | MCO |
Moodys Corp /De/
|
41 | $18,569 | |
| 6 | CME |
Cme Group Inc.
|
50 | $11,041 | |
| 7 | TRU |
TransUnion
|
146 | $10,532 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
80 | $9,848 |
All Filings in MSCI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,721 | 37 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $19,943 | 37 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $20,654 | 36 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $20,994 | 37 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||