Back to MSCI
Creative Planning MSCI Position History
MSCI Inc. • Financial Services
Quarters held
10
Latest value
$14.1M
Q3 2026
Peak value
$14.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.6M |
| Q3 2025 | $1.3M |
| Q4 2025 | $8.5M |
| Q4 2025 | $1.3M |
| Q1 2026 | $1.2M |
| Q1 2026 | $10.2M |
| Q2 2026 | $1.4M |
| Q2 2026 | $11.1M |
| Q3 2026 | $80K |
| Q3 2026 | $14.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.1M | 26.2K | — | — |
| Q3 2026 | $80K | 149 | — | — |
| Q2 2026 | $11.1M | 19.8K | — | — |
| Q2 2026 | $1.4M | 2.4K | — | — |
| Q1 2026 | $10.2M | 18.8K | — | — |
| Q1 2026 | $1.2M | 2.3K | — | — |
| Q4 2025 | $1.3M | 2.3K | — | — |
| Q4 2025 | $8.5M | 14.8K | — | — |
| Q3 2025 | $1.3M | 2.3K | — | — |
| Q3 2025 | $7.6M | 13.3K | — | — |
Other funds holding MSCI
$1.8B
$1.8B
$1.8B
$1.7B
$1.5B