Position in MSCI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$530,917
-$175,185 QoQ
Shares Held
948
-27.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#656
of 1,074 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 3%
Shared 96%
None 0%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $7,240,268 across 9 Financial Data & Stock Exchanges names. MSCI ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
11,864 | $2,619,926 | |
| 2 | SPGI |
S&P Global Inc.
|
2,968 | $1,081,916 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
12,252 | $965,702 | |
| 4 | MCO |
Moodys Corp /De/
|
1,405 | $636,352 | |
| 5 | MSCI |
MSCI Inc.
This page
|
948 | $530,917 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
3,962 | $487,761 | |
| 7 | MORN |
Morningstar, Inc.
|
2,582 | $402,843 | |
| 8 | COIN |
Coinbase Global, Inc.
|
1,905 | $278,491 |
All Filings in MSCI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,917 | 948 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $706,102 | 1,310 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $271,947 | 474 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $298,457 | 526 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $258,379 | 448 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $266,916 | 472 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $262,204 | 437 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $254,740 | 437 | Shares | Other | 2024-11-14 | |
| 2022-03-31 | $201,152 | 400 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||