Evelyn Partners Investment Management Services’s MSCI MSCI Stock Holding History

Evelyn Partners Investment Management Services’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	$1.03M	Buy	1,907 +23	+1%	+$13K	0.12%	89
2025 Q4	$1.08M	Buy	1,884 +117	+7%	+$65.6K	0.14%	87
2025 Q3	$1M	Sell	1,767 -88	-5%	-$49.7K	0.13%	82
2025 Q2	$1.07M	Buy	1,855 +1	+0.1%	+$553	0.16%	79
2025 Q1	$1.05M	Sell	1,854 -308	-14%	-$179K	0.17%	79
2024 Q4	$1.3M	Buy	+2,162	New	+$1.3M	0.23%	66

Other funds holding MSCI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Evelyn Partners Investment Management Services's MSCI Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its MSCI (MSCI) stake by 1.2% in Q1 2026, buying an estimated $13K and bringing the position to 1,907 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #89.

Evelyn Partners Investment Management Services first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.3M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Evelyn Partners Investment Management Services held 1,907 shares of MSCI worth $1.03M as of Q1 2026.
Evelyn Partners Investment Management Services bought 23 MSCI shares in Q1 2026, an estimated $13K.
MSCI made up 0.12% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #89 holding.
Evelyn Partners Investment Management Services first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's MSCI position peaked at $1.3M in Q4 2024.
1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.