Evergreen Capital Management’s MSCI MSCI Stock Holding History

Evergreen 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 Q2	$531K	Sell	948 -362	-28%	-$211K	0.01%	862
2026 Q1	$706K	Buy	1,310 +836	+176%	+$471K	0.02%	614
2025 Q4	$272K	Sell	474 -52	-10%	-$29.2K	0.01%	1108
2025 Q3	$298K	Buy	526 +78	+17%	+$44.1K	0.01%	978
2025 Q2	$258K	Sell	448 -24	-5%	-$13.3K	0.01%	871
2025 Q1	$267K	Buy	472 +35	+8%	+$20.3K	0.01%	821
2024 Q4	$262K	Hold	437	–	–	0.01%	810
2024 Q3	$255K	Buy	+437	New	+$237K	0.01%	797
2022 Q2	–	Sell	-400	Closed	-$201K	–	642
2022 Q1	$201K	Buy	+400	New	+$207K	0.01%	618

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Evergreen Capital Management's MSCI Position: Q2 2026 in Review

Evergreen Capital Management reduced its MSCI (MSCI) stake by 28% in Q2 2026, selling an estimated $211K and leaving 948 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #862.

Evergreen Capital Management first reported a position in MSCI in Q1 2022 and has held it in 9 quarters since. The position peaked at $706K in Q1 2026. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Evergreen Capital Management held 948 shares of MSCI worth $531K as of Q2 2026.
Evergreen Capital Management sold 362 MSCI shares in Q2 2026, an estimated $211K.
MSCI made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #862 holding.
Evergreen Capital Management first reported a position in MSCI in Q1 2022 and has held it in 9 quarters since.
Evergreen Capital Management's MSCI position peaked at $706K in Q1 2026.
1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.