EFG
MSCI icon

Everhart Financial Group’s MSCI MSCI Stock Holding History

Everhart Financial Group’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 		– Sell
-445
Closed -$240K – 508
2026
Q1 		$240K Buy
445
+57
+15% +$32.1K 0.02% 410
2025
Q4 		$223K Buy
388
+31
+9% +$17.4K 0.02% 389
2025
Q3 		$203K Buy
+357
New +$202K 0.02% 380
2025
Q1 		– Sell
-377
Closed -$226K – 343
2024
Q4 		$226K Buy
+377
New +$226K 0.05% 291

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

Everhart Financial Group's MSCI Position: Q2 2026 in Review

Everhart Financial Group sold out of MSCI (MSCI) in Q2 2026, closing a stake of 445 shares — an estimated $240K sold.

Everhart Financial Group first reported a position in MSCI in Q4 2024 and held it in 4 quarters. The position peaked at $240K in Q1 2026. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Everhart Financial Group reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 445 MSCI shares in Q2 2026, an estimated $240K.
  • Everhart Financial Group first reported a position in MSCI in Q4 2024 and held it in 4 quarters.
  • Everhart Financial Group's MSCI position peaked at $240K in Q1 2026.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.