EPGL
MSCI icon

Evelyn Partners Group Ltd’s MSCI MSCI Stock Holding History

Evelyn Partners Group Ltd’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 		$3.41M Buy
+6,081
New +$3.55M 0.01% 121

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Evelyn Partners Group Ltd's MSCI Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in MSCI (MSCI) in Q2 2026: 6,081 shares worth $3.41M. The stake represents 0.01% of the portfolio and ranks #121 among its holdings.

565 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Evelyn Partners Group Ltd held 6,081 shares of MSCI worth $3.41M as of Q2 2026.
  • MSCI was a new Evelyn Partners Group Ltd position in Q2 2026.
  • MSCI made up 0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #121 holding.
  • 565 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.