PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in MSCI — MSCI Inc.

CIK 2145782 WALTHAM, MA

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Position in MSCI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$8,400

+$315 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#973

of 1,074 holders

Holding Since

Dec 2023

11 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, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $440,939 across 6 Financial Data & Stock Exchanges names. MSCI ranks #4 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBOE	Cboe Global Markets, Inc.	677	$164,287
2	FDS	Factset Research Systems Inc	703	$161,746
3	SPGI	S&P Global Inc.	253	$97,335
4	MSCI	MSCI Inc. This page	15	$8,400
5	ICE	Intercontinental Exchange, Inc.	46	$5,663
6	COIN	Coinbase Global, Inc.	24	$3,508

All Filings in MSCI

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,400	15	0.0%	Shares	Sole	2026-08-07
2026-03-31	$8,085	15	-79.5%	Shares	Sole	2026-08-07
2025-12-31	$41,882	73	-19.8%	Shares	Sole	2026-08-07
2025-09-30	$51,634	91	-8.1%	Shares	Sole	2026-08-07
2025-06-30	$57,097	99	0.0%	Shares	Sole	2026-08-07
2025-03-31	$55,984	99	+19.3%	Shares	Sole	2026-08-07
2024-12-31	$49,800	83	+3.8%	Shares	Sole	2026-08-07
2024-09-30	$46,634	80	0.0%	Shares	Sole	2026-08-07
2024-06-30	$38,540	80	0.0%	Shares	Sole	2026-08-07
2024-03-31	$44,836	80	0.0%	Shares	Sole	2026-08-07
2023-12-31	$45,252	80	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.