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 Q3	$455K	Sell	844 -104	-11%	-$59.5K	0.01%	913
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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Evergreen Capital Management's MSCI Position: Q3 2026 in Review

Evergreen Capital Management reduced its MSCI (MSCI) stake by 11% in Q3 2026, selling an estimated $59.5K and leaving 844 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #913.

Evergreen Capital Management first reported a position in MSCI in Q1 2022 and has held it in 10 quarters since. The position peaked at $706K in Q1 2026. 464 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

Evergreen Capital Management held 844 shares of MSCI worth $455K as of Q3 2026.
Evergreen Capital Management sold 104 MSCI shares in Q3 2026, an estimated $59.5K.
MSCI made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #913 holding.
Evergreen Capital Management first reported a position in MSCI in Q1 2022 and has held it in 10 quarters since.
Evergreen Capital Management's MSCI position peaked at $706K in Q1 2026.
464 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.