BTW
MSCI icon

Boston Trust Walden’s MSCI MSCI Stock Holding History

Boston Trust Walden’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
Q2 		$9.33M Sell
16,656
-3,645
-18% -$2.13M 0.07% 207
2026
Q1 		$10.9M Sell
20,301
-879
-4% -$496K 0.09% 206
2025
Q4 		$12.2M Buy
21,180
+8,838
+72% +$4.96M 0.09% 196
2025
Q3 		$7M Buy
12,342
+245
+2% +$138K 0.05% 213
2025
Q2 		$6.98M Buy
+12,097
New +$6.7M 0.05% 220

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Trust Walden's MSCI Position: Q2 2026 in Review

Boston Trust Walden reduced its MSCI (MSCI) stake by 18% in Q2 2026, selling an estimated $2.13M and leaving 16,656 shares worth $9.33M. The position accounts for 0.07% of the portfolio, ranked #207.

Boston Trust Walden first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.2M in Q4 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Boston Trust Walden held 16,656 shares of MSCI worth $9.33M as of Q2 2026.
  • Boston Trust Walden sold 3,645 MSCI shares in Q2 2026, an estimated $2.13M.
  • MSCI made up 0.07% of Boston Trust Walden's portfolio in Q2 2026, its #207 holding.
  • Boston Trust Walden first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since.
  • Boston Trust Walden's MSCI position peaked at $12.2M in Q4 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.