EPW
MSCI icon

Evolve Private Wealth’s MSCI MSCI Stock Holding History

Evolve 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
2026
Q2 		$572K Sell
1,021
-76
-7% -$44.3K 0.04% 458
2026
Q1 		$591K Buy
1,097
+367
+50% +$207K 0.03% 506
2025
Q4 		$419K Buy
+730
New +$409K 0.02% 604

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

Evolve Private Wealth's MSCI Position: Q2 2026 in Review

Evolve Private Wealth reduced its MSCI (MSCI) stake by 6.9% in Q2 2026, selling an estimated $44.3K and leaving 1,021 shares worth $572K. The position accounts for 0.04% of the portfolio, ranked #458.

Evolve Private Wealth first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $591K in Q1 2026. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Evolve Private Wealth held 1,021 shares of MSCI worth $572K as of Q2 2026.
  • Evolve Private Wealth sold 76 MSCI shares in Q2 2026, an estimated $44.3K.
  • MSCI made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #458 holding.
  • Evolve Private Wealth first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's MSCI position peaked at $591K in Q1 2026.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.