EWM
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Evercore Wealth Management’s MSCI MSCI Stock Holding History

Evercore Wealth 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
Q2 		$543K Hold
969
– – 0.01% 281
2026
Q1 		$522K Hold
969
– – 0.01% 276
2025
Q4 		$556K Hold
969
– – 0.01% 278
2025
Q3 		$550K Sell
969
-30
-3% -$17K 0.01% 281
2025
Q2 		$576K Hold
999
– – 0.01% 267
2025
Q1 		$565K Hold
999
– – 0.01% 265
2024
Q4 		$599K Hold
999
– – 0.01% 257
2024
Q3 		$582K Hold
999
– – 0.01% 260
2024
Q2 		$481K Sell
999
-59
-6% -$29.3K 0.01% 280
2024
Q1 		$593K Hold
1,058
– – 0.01% 259
2023
Q4 		$598K Sell
1,058
-5
-0.5% -$2.58K 0.01% 263
2023
Q3 		$545K Buy
1,063
+35
+3% +$18.4K 0.01% 266
2023
Q2 		$482K Sell
1,028
-50
-5% -$24.4K 0.01% 286
2023
Q1 		$603K Hold
1,078
– – 0.01% 259
2022
Q4 		$501K Sell
1,078
-10
-0.9% -$4.65K 0.01% 265
2022
Q3 		$459K Hold
1,088
– – 0.01% 263
2022
Q2 		$448K Hold
1,088
– – 0.01% 271
2022
Q1 		$547K Sell
1,088
-23
-2% -$11.9K 0.01% 271
2021
Q4 		$681K Hold
1,111
– – 0.01% 260
2021
Q3 		$676K Sell
1,111
-15
-1% -$9.16K 0.01% 256
2021
Q2 		$600K Sell
1,126
-5
-0.4% -$2.38K 0.01% 273
2021
Q1 		$474K Sell
1,131
-18
-2% -$7.56K 0.01% 299
2020
Q4 		$513K Buy
1,149
+5
+0.4% +$1.96K 0.01% 286
2020
Q3 		$408K Sell
1,144
-146
-11% -$53K 0.01% 283
2020
Q2 		$431K Sell
1,290
-77
-6% -$24.9K 0.01% 274
2020
Q1 		$395K Sell
1,367
-3
-0.2% -$850 0.01% 265
2019
Q4 		$354K Hold
1,370
– – 0.01% 325
2019
Q3 		$298K Buy
1,370
+389
+40% +$90.1K 0.01% 342
2019
Q2 		$234K Buy
+981
New +$220K 0.01% 374
2016
Q4 		– Sell
-176
Closed -$15K – 1070
2016
Q3 		$15K Buy
+176
New +$15K ﹤0.01% 821

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Evercore Wealth Management's MSCI Position: Q2 2026 in Review

Evercore Wealth Management held its MSCI (MSCI) position steady in Q2 2026 at 969 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #281.

Evercore Wealth Management first reported a position in MSCI in Q3 2016 and has held it in 30 quarters since. The position peaked at $681K in Q4 2021. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Evercore Wealth Management held 969 shares of MSCI worth $543K as of Q2 2026.
  • Evercore Wealth Management left its MSCI share count unchanged in Q2 2026.
  • MSCI made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #281 holding.
  • Evercore Wealth Management first reported a position in MSCI in Q3 2016 and has held it in 30 quarters since.
  • Evercore Wealth Management's MSCI position peaked at $681K in Q4 2021.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.