Evoke Wealth, LLC

SEC CIK: 0001793432
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

MSCI holding history

MSCI Inc. in every 13F filed by Evoke Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSCI overview All 13F holders of MSCI Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 19; Since Q1 2021

Holdings of MSCI by Evoke Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−6,774−100.0%	Sold out	Holders
Q1 2026	6,774	$3.65M	0.1%	−2,426−26.4%	Reduced	Holders
Q4 2025	9,200	$5.28M	0.1%	−323−3.4%	Reduced	Holders
Q3 2025	9,523	$5.40M	0.1%	−338−3.4%	Reduced	Holders
Q2 2025	9,861	$5.69M	0.1%	−256−2.5%	Reduced	Holders
Q1 2025	10,117	$5.72M	0.1%	−817−7.5%	Reduced	Holders
Q4 2024	10,934	$6.56M	0.2%	−546−4.8%	Reduced	Holders
Q3 2024	11,480	$6.69M	0.2%	+11,480	New	Holders
Q2 2024	0	$0	0.0%	−11,519−100.0%	Sold out	Holders
Q1 2024	11,519	$6.46M	0.2%	+11,519	New	Holders
Q4 2023	0	$0	0.0%	−11,585−100.0%	Sold out	Holders
Q3 2023	11,585	$5.94M	0.2%	−55−0.5%	Reduced	Holders
Q2 2023	11,640	$5.46M	0.2%	+954+8.9%	Added	Holders
Q1 2023	10,686	$5.98M	0.2%	−238−2.2%	Reduced	Holders
Q4 2022	10,924	$5.08M	0.2%	−17−0.2%	Reduced	Holders
Q3 2022	10,941	$4.62M	0.2%	−246−2.2%	Reduced	Holders
Q2 2022	11,187	$4.61M	0.2%	−3,954−26.1%	Reduced	Holders
Q1 2022	15,141	$7.61M	0.2%	−211−1.4%	Reduced	Holders
Q4 2021	15,352	$9.41M	0.3%	−82−0.5%	Reduced	Holders
Q3 2021	15,434	$9.39M	0.4%	−252−1.6%	Reduced	Holders
Q2 2021	15,686	$8.36M	0.3%	+138+0.9%	Added	Holders
Q1 2021	15,548	$6.52M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.