EW
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Evoke Wealth’s MSCI MSCI Stock Holding History

Evoke 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
2026
Q2 		– Sell
-6,774
Closed -$3.65M – 408
2026
Q1 		$3.65M Sell
6,774
-2,426
-26% -$1.37M 0.07% 107
2025
Q4 		$5.28M Sell
9,200
-323
-3% -$181K 0.1% 93
2025
Q3 		$5.4M Sell
9,523
-338
-3% -$191K 0.11% 83
2025
Q2 		$5.69M Sell
9,861
-256
-3% -$142K 0.13% 71
2025
Q1 		$5.72M Sell
10,117
-817
-7% -$475K 0.15% 66
2024
Q4 		$6.56M Sell
10,934
-546
-5% -$328K 0.18% 59
2024
Q3 		$6.69M Buy
+11,480
New +$6.22M 0.18% 60
2024
Q2 		– Sell
-11,519
Closed -$6.46M – 286
2024
Q1 		$6.46M Buy
+11,519
New +$6.48M 0.19% 58
2023
Q4 		– Sell
-11,585
Closed -$5.94M – 254
2023
Q3 		$5.94M Sell
11,585
-55
-0.5% -$28.9K 0.21% 57
2023
Q2 		$5.46M Buy
11,640
+954
+9% +$465K 0.19% 55
2023
Q1 		$5.98M Sell
10,686
-238
-2% -$126K 0.22% 51
2022
Q4 		$5.08M Sell
10,924
-17
-0.2% -$7.91K 0.18% 62
2022
Q3 		$4.62M Sell
10,941
-246
-2% -$113K 0.19% 57
2022
Q2 		$4.61M Sell
11,187
-3,954
-26% -$1.72M 0.17% 65
2022
Q1 		$7.61M Sell
15,141
-211
-1% -$109K 0.25% 48
2021
Q4 		$9.41M Sell
15,352
-82
-0.5% -$51.4K 0.3% 44
2021
Q3 		$9.39M Sell
15,434
-252
-2% -$154K 0.35% 40
2021
Q2 		$8.36M Buy
15,686
+138
+0.9% +$65.8K 0.32% 44
2021
Q1 		$6.52M Buy
15,548
+15,541
+222,014% +$6.53M 0.29% 45
2020
Q4 		$3K Hold
7
– – ﹤0.01% 829
2020
Q3 		$2K Hold
7
– – ﹤0.01% 851
2020
Q2 		$2K Hold
7
– – ﹤0.01% 876
2020
Q1 		$2.02K Sell
7
-5
-42% -$1.42K ﹤0.01% 797
2019
Q4 		$3.1K Hold
12
– – ﹤0.01% 1001
2019
Q3 		$2.61K Buy
+12
New +$2.78K ﹤0.01% 1153

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

Evoke Wealth's MSCI Position: Q2 2026 in Review

Evoke Wealth sold out of MSCI (MSCI) in Q2 2026, closing a stake of 6,774 shares — an estimated $3.65M sold.

Evoke Wealth first reported a position in MSCI in Q3 2019 and held it in 25 quarters. The position peaked at $9.41M in Q4 2021. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Evoke Wealth reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 6,774 MSCI shares in Q2 2026, an estimated $3.65M.
  • Evoke Wealth first reported a position in MSCI in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's MSCI position peaked at $9.41M in Q4 2021.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.