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Evergreen Private Wealth’s MSCI MSCI Stock Holding History

Evergreen Private Wealth’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
2025
Q4 		– Sell
-14
Closed -$7.94K – 169
2025
Q3 		$7.94K Hold
14
– – ﹤0.01% 163
2025
Q2 		$8.07K Hold
14
– – ﹤0.01% 161
2025
Q1 		$7.92K Hold
14
– – ﹤0.01% 154
2024
Q4 		$8.4K Hold
14
– – ﹤0.01% 162
2024
Q3 		$8.16K Hold
14
– – ﹤0.01% 161
2024
Q2 		$6.75K Hold
14
– – ﹤0.01% 173
2024
Q1 		$7.85K Hold
14
– – ﹤0.01% 172
2023
Q4 		$7.92K Buy
+14
New +$7.23K ﹤0.01% 177

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Evergreen Private Wealth's MSCI Position: Q4 2025 in Review

Evergreen Private Wealth sold out of MSCI (MSCI) in Q4 2025, closing a stake of 14 shares — an estimated $7.94K sold.

Evergreen Private Wealth first reported a position in MSCI in Q4 2023 and held it in 8 quarters. The position peaked at $8.4K in Q4 2024. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Evergreen Private Wealth reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 14 MSCI shares in Q4 2025, an estimated $7.94K.
  • Evergreen Private Wealth first reported a position in MSCI in Q4 2023 and held it in 8 quarters.
  • Evergreen Private Wealth's MSCI position peaked at $8.4K in Q4 2024.
  • 1,081 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.