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EP Wealth Advisors’s MSCI MSCI Stock Holding History

EP Wealth Advisors’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
Q1 		$1.16M Buy
2,152
+97
+5% +$54.7K 0.01% 608
2025
Q4 		$1.18M Buy
+2,055
New +$1.15M 0.01% 574
2025
Q2 		$1.29M Sell
2,230
-5
-0.2% -$2.77K 0.01% 514
2025
Q1 		$1.26M Sell
2,235
-8
-0.4% -$4.65K 0.01% 447
2024
Q4 		$1.35M Sell
2,243
-19
-0.8% -$11.4K 0.01% 426
2024
Q3 		$1.32M Buy
2,262
+1,750
+342% +$949K 0.01% 437
2024
Q2 		$247K Buy
512
+68
+15% +$33.7K ﹤0.01% 705
2024
Q1 		$249K Buy
444
+12
+3% +$6.75K ﹤0.01% 678
2023
Q4 		$244K Sell
432
-51
-11% -$26.3K ﹤0.01% 672
2023
Q3 		$248K Sell
483
-25,345
-98% -$13.3M ﹤0.01% 604
2023
Q2 		$205K Buy
25,828
+16,118
+166% +$7.86M ﹤0.01% 649
2023
Q1 		$853K Buy
9,710
+9,127
+1,566% +$4.83M 0.01% 323
2022
Q4 		$271K Buy
+583
New +$271K ﹤0.01% 487
2022
Q3 		– Sell
-1,973
Closed -$813K – 522
2022
Q2 		$813K Buy
1,973
+1,298
+192% +$565K 0.02% 289
2022
Q1 		$340K Buy
675
+242
+56% +$125K 0.01% 466
2021
Q4 		$265K Buy
433
+14
+3% +$8.78K 0.01% 480
2021
Q3 		$255K Buy
419
+15
+4% +$9.16K 0.01% 465
2021
Q2 		$215K Buy
+404
New +$193K 0.01% 500

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

EP Wealth Advisors's MSCI Position: Q1 2026 in Review

EP Wealth Advisors increased its MSCI (MSCI) stake by 4.7% in Q1 2026, buying an estimated $54.7K and bringing the position to 2,152 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #608.

EP Wealth Advisors first reported a position in MSCI in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.35M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • EP Wealth Advisors held 2,152 shares of MSCI worth $1.16M as of Q1 2026.
  • EP Wealth Advisors bought 97 MSCI shares in Q1 2026, an estimated $54.7K.
  • MSCI made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #608 holding.
  • EP Wealth Advisors first reported a position in MSCI in Q2 2021 and has held it in 18 quarters since.
  • EP Wealth Advisors's MSCI position peaked at $1.35M in Q4 2024.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.