Position in MSCI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$378,587
-$335,062 QoQ
Shares Held
676
-48.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#715
of 1,074 holders
Holding Since
Jun 2021
21 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, 2026Clearstead Advisors, LLC holds $17,538,561 across 11 Financial Data & Stock Exchanges names. MSCI ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
10,562 | $4,069,341 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
32,388 | $3,987,286 | |
| 3 | CME |
Cme Group Inc.
|
16,037 | $3,541,450 | |
| 4 | MCO |
Moodys Corp /De/
|
6,576 | $2,978,401 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
6,909 | $1,676,607 | |
| 6 | MSCI |
MSCI Inc.
This page
|
676 | $378,587 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,573 | $361,915 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
4,374 | $344,758 |
All Filings in MSCI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,587 | 676 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $713,649 | 1,324 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $453,820 | 791 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $452,225 | 797 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $498,303 | 864 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $420,166 | 743 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $279,004 | 465 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $277,474 | 476 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $160,904 | 334 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $47,638 | 85 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $50,908 | 90 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $43,611 | 85 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $39,889 | 85 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $47,573 | 85 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $12,559 | 27 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,606 | 37 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $13,188 | 32 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $44,756 | 89 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $54,529 | 89 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $56,575 | 93 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,330 | 10 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||