Blue Edge Capital’s MSCI MSCI Stock Holding History

Blue Edge Capital’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 Q1	$274K	Hold	508	–	–	0.04%	121
2025 Q4	$291K	Buy	508 +108	+27%	+$60.6K	0.04%	116
2025 Q3	$227K	Hold	400	–	–	0.03%	119
2025 Q2	$231K	Hold	400	–	–	0.03%	111
2025 Q1	$226K	Hold	400	–	–	0.04%	106
2024 Q4	$240K	Hold	400	–	–	0.04%	106
2024 Q3	$233K	Buy	+400	New	+$217K	0.04%	105
2024 Q2	–	Sell	-400	Closed	-$224K	–	114
2024 Q1	$224K	Hold	400	–	–	0.04%	108
2023 Q4	$226K	Hold	400	–	–	0.04%	100
2023 Q3	$205K	Buy	+400	New	+$210K	0.04%	100
2023 Q2	–	Sell	-400	Closed	-$224K	–	103
2023 Q1	$224K	Buy	+400	New	+$212K	0.05%	97
2022 Q2	–	Sell	-400	Closed	-$201K	–	107
2022 Q1	$201K	Hold	400	–	–	0.04%	106
2021 Q4	$245K	Hold	400	–	–	0.05%	97
2021 Q3	$243K	Hold	400	–	–	0.05%	93
2021 Q2	$213K	Buy	+400	New	+$191K	0.04%	105
2014 Q1	–	Sell	-20,113	Closed	-$879K	–	73
2013 Q4	$879K	Buy	+20,113	New	+$846K	0.64%	52

Other funds holding MSCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Blue Edge Capital's MSCI Position: Q1 2026 in Review

Blue Edge Capital held its MSCI (MSCI) position steady in Q1 2026 at 508 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #121.

Blue Edge Capital first reported a position in MSCI in Q4 2013 and has held it in 16 quarters since. The position peaked at $879K in Q4 2013. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Blue Edge Capital held 508 shares of MSCI worth $274K as of Q1 2026.
Blue Edge Capital left its MSCI share count unchanged in Q1 2026.
MSCI made up 0.04% of Blue Edge Capital's portfolio in Q1 2026, its #121 holding.
Blue Edge Capital first reported a position in MSCI in Q4 2013 and has held it in 16 quarters since.
Blue Edge Capital's MSCI position peaked at $879K in Q4 2013.
1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.