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Evelyn Partners Investment Management’s MSCI MSCI Stock Holding History

Evelyn Partners Investment 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
Q1 		$2.67M Sell
4,961
-199
-4% -$112K 0.07% 93
2025
Q4 		$2.96M Sell
5,160
-275
-5% -$154K 0.08% 91
2025
Q3 		$3.08M Sell
5,435
-175
-3% -$98.9K 0.09% 87
2025
Q2 		$3.24M Sell
5,610
-795
-12% -$440K 0.1% 86
2025
Q1 		$3.62M Sell
6,405
-312
-5% -$181K 0.12% 84
2024
Q4 		$4.03M Buy
+6,717
New +$4.03M 0.13% 80

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Evelyn Partners Investment Management reduced its MSCI (MSCI) stake by 3.9% in Q1 2026, selling an estimated $112K and leaving 4,961 shares worth $2.67M. The position accounts for 0.07% of the portfolio, ranked #93.

Evelyn Partners Investment Management first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.03M in Q4 2024. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Evelyn Partners Investment Management held 4,961 shares of MSCI worth $2.67M as of Q1 2026.
  • Evelyn Partners Investment Management sold 199 MSCI shares in Q1 2026, an estimated $112K.
  • MSCI made up 0.07% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #93 holding.
  • Evelyn Partners Investment Management first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's MSCI position peaked at $4.03M in Q4 2024.
  • 1,067 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

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