Evercore Wealth Management, LLC

Position in MSCI — MSCI Inc.

CIK 1482689 New York, NY

Position in MSCI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$542,678

+$20,378 QoQ

Shares Held

969

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#650

of 1,074 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $5,217,646 across 6 Financial Data & Stock Exchanges names. MSCI ranks #4 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	17,135	$2,109,489
2	SPGI	S&P Global Inc.	3,119	$1,201,823
3	MCO	Moodys Corp /De/	1,489	$674,397
4	MSCI	MSCI Inc. This page	969	$542,678
5	CME	Cme Group Inc.	2,160	$476,992
6	COIN	Coinbase Global, Inc.	1,452	$212,267

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$542,678	969	0.0%	Shares	Sole	2026-08-14
2026-03-31	$522,300	969	0.0%	Shares	Sole	2026-05-15
2025-12-31	$555,944	969	0.0%	Shares	Sole	2026-02-17
2025-09-30	$549,820	969	-3.0%	Shares	Sole	2025-11-14
2025-06-30	$576,163	999	0.0%	Shares	Sole	2025-08-14
2025-03-31	$564,934	999	0.0%	Shares	Sole	2025-05-15
2024-12-31	$599,409	999	0.0%	Shares	Sole	2025-02-14
2024-09-30	$582,347	999	0.0%	Shares	Sole	2024-11-14
2024-06-30	$481,268	999	-5.6%	Shares	Sole	2024-08-14
2024-03-31	$592,955	1,058	0.0%	Shares	Defined	2024-05-15
2023-12-31	$598,457	1,058	-0.5%	Shares	Sole	2024-02-14
2023-09-30	$545,404	1,063	+3.4%	Shares	Sole	2023-11-14
2023-06-30	$482,430	1,028	-4.6%	Shares	Sole	2023-08-04
2023-03-31	$603,345	1,078	0.0%	Shares	Sole	2023-05-15
2022-12-31	$501,453	1,078	-0.9%	Shares	Sole	2023-02-14
2022-09-30	$458,907	1,088	0.0%	Shares	Sole	2022-11-14
2022-06-30	$448,419	1,088	0.0%	Shares	Sole	2022-08-15
2022-03-31	$547,133	1,088	-2.1%	Shares	Sole	2022-05-16
2021-12-31	$680,698	1,111	0.0%	Shares	Sole	2022-02-14
2021-09-30	$675,865	1,111	-1.3%	Shares	Sole	2021-11-15
2021-06-30	$600,248	1,126	-0.4%	Shares	Sole	2021-08-16
2021-03-31	$474,205	1,131	-1.6%	Shares	Sole	2021-05-17
2020-12-31	$513,062	1,149	+0.4%	Shares	Sole	2021-02-16
2020-09-30	$408,156	1,144	-11.3%	Shares	Sole	2020-11-16
2020-06-30	$430,627	1,290	-5.6%	Shares	Sole	2020-08-13
2020-03-31	$395,008	1,367	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.