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Ebert Capital Management’s MSCI MSCI Stock Holding History

Ebert Capital Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$468K Sell
868
-78
-8% -$44.6K 0.41% 27
2026
Q2 		$530K Sell
946
-57
-6% -$33.3K 0.5% 24
2026
Q1 		$541K Sell
1,003
-26
-3% -$14.7K 0.55% 21
2025
Q4 		$627K Buy
+1,029
New +$577K 0.61% 19

Other funds holding MSCI

WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Ebert Capital Management's MSCI Position: Q3 2026 in Review

Ebert Capital Management reduced its MSCI (MSCI) stake by 8.2% in Q3 2026, selling an estimated $44.6K and leaving 868 shares worth $468K. The position accounts for 0.41% of the portfolio, ranked #27.

Ebert Capital Management first reported a position in MSCI in Q4 2025 and has held it in 4 quarters since. The position peaked at $627K in Q4 2025. 22 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Ebert Capital Management held 868 shares of MSCI worth $468K as of Q3 2026.
  • Ebert Capital Management sold 78 MSCI shares in Q3 2026, an estimated $44.6K.
  • MSCI made up 0.41% of Ebert Capital Management's portfolio in Q3 2026, its #27 holding.
  • Ebert Capital Management first reported a position in MSCI in Q4 2025 and has held it in 4 quarters since.
  • Ebert Capital Management's MSCI position peaked at $627K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Ebert Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.