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EverSource Wealth Advisors’s MSCI MSCI Stock Holding History

EverSource Wealth Advisors’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 		$638K Buy
1,183
+249
+27% +$140K 0.02% 510
2025
Q4 		$536K Sell
934
-529
-36% -$297K 0.02% 520
2025
Q3 		$830K Buy
1,463
+58
+4% +$32.8K 0.03% 358
2025
Q2 		$810K Buy
1,405
+792
+129% +$438K 0.04% 327
2025
Q1 		$347K Buy
613
+207
+51% +$120K 0.02% 476
2024
Q4 		$243K Buy
406
+43
+12% +$25.8K 0.01% 580
2024
Q3 		$212K Sell
363
-209
-37% -$113K 0.01% 536
2024
Q2 		$309K Buy
572
+104
+22% +$51.6K 0.02% 432
2024
Q1 		$218K Buy
468
+6
+1% +$3.37K 0.02% 462
2023
Q4 		$261K Sell
462
-4
-0.9% -$2.06K 0.02% 374
2023
Q3 		$239K Buy
466
+53
+13% +$27.9K 0.03% 360
2023
Q2 		$194K Buy
413
+7
+2% +$3.42K 0.02% 402
2023
Q1 		$228K Sell
406
-3
-0.7% -$1.59K 0.03% 351
2022
Q4 		$191K Sell
409
-98
-19% -$45.6K 0.03% 359
2022
Q3 		$214K Buy
507
+42
+9% +$19.2K 0.05% 289
2022
Q2 		$192K Sell
465
-555
-54% -$242K 0.05% 263
2022
Q1 		$513K Buy
1,020
+231
+29% +$120K 0.13% 148
2021
Q4 		$484K Buy
+789
New +$495K 0.14% 120

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

EverSource Wealth Advisors's MSCI Position: Q1 2026 in Review

EverSource Wealth Advisors increased its MSCI (MSCI) stake by 27% in Q1 2026, buying an estimated $140K and bringing the position to 1,183 shares worth $638K. The position accounts for 0.02% of the portfolio, ranked #510.

EverSource Wealth Advisors first reported a position in MSCI in Q4 2021 and has held it in 18 quarters since. The position peaked at $830K in Q3 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • EverSource Wealth Advisors held 1,183 shares of MSCI worth $638K as of Q1 2026.
  • EverSource Wealth Advisors bought 249 MSCI shares in Q1 2026, an estimated $140K.
  • MSCI made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #510 holding.
  • EverSource Wealth Advisors first reported a position in MSCI in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's MSCI position peaked at $830K in Q3 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.