EVOKE WEALTH, LLC

Position in MSCI — MSCI Inc.

CIK 1793432 Los Angeles, CA

Position in MSCI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,651,253

-$1,627,063 QoQ

Shares Held

6,774

-26.4% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,651,253	6,774	-26.4%	Shares	Sole	2026-05-15
2025-12-31	$5,278,316	9,200	-3.4%	Shares	Sole	2026-02-06
2025-09-30	$5,403,445	9,523	-3.4%	Shares	Sole	2025-11-14
2025-06-30	$5,687,233	9,861	-2.5%	Shares	Sole	2025-08-07
2025-03-31	$5,721,163	10,117	-7.5%	Shares	Sole	2025-05-13
2024-12-31	$6,560,509	10,934	-4.8%	Shares	Sole	2025-02-10
2024-09-30	$6,692,036	11,480	-0.3%	Shares	Sole	2024-11-13
2024-03-31	$6,455,823	11,519	-0.6%	Shares	Sole	2024-05-15
2023-09-30	$5,944,031	11,585	-0.5%	Shares	Sole	2023-11-13
2023-06-30	$5,462,535	11,640	+8.9%	Shares	Sole	2023-08-09
2023-03-31	$5,980,847	10,686	-2.2%	Shares	Sole	2023-05-08
2022-12-31	$5,081,517	10,924	-0.2%	Shares	Sole	2023-02-10
2022-09-30	$4,614,804	10,941	-2.2%	Shares	Sole	2022-11-07
2022-06-30	$4,610,722	11,187	-26.1%	Shares	Sole	2022-08-04
2022-03-31	$7,614,106	15,141	-1.4%	Shares	Sole	2022-05-10
2021-12-31	$9,406,016	15,352	-0.5%	Shares	Sole	2022-02-09
2021-09-30	$9,389,119	15,434	-1.6%	Shares	Sole	2021-11-12
2021-06-30	$8,361,892	15,686	+0.9%	Shares	Sole	2021-08-05
2021-03-31	$6,518,965	15,548	+222014.3%	Shares	Sole	2021-05-13
2020-12-31	$3,125	7	0.0%	Shares	Sole	2021-02-12
2020-09-30	$2,497	7	0.0%	Shares	Sole	2020-11-13
2020-06-30	$2,336	7	0.0%	Shares	Sole	2020-08-10
2020-03-31	$2,022	7	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.