ECM
MSCI icon

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
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Evergreen Capital Management's MSCI Position: Q1 2026 in Review

Evergreen Capital Management increased its MSCI (MSCI) stake by 176% in Q1 2026, buying an estimated $471K and bringing the position to 1,310 shares worth $706K. The position accounts for 0.02% of the portfolio, ranked #614.

Evergreen Capital Management first reported a position in MSCI in Q1 2022 and has held it in 8 quarters since. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Evergreen Capital Management held 1,310 shares of MSCI worth $706K as of Q1 2026.
  • Evergreen Capital Management bought 836 MSCI shares in Q1 2026, an estimated $471K.
  • MSCI made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #614 holding.
  • Evergreen Capital Management first reported a position in MSCI in Q1 2022 and has held it in 8 quarters since.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.