Clean Yield Group’s MSCI MSCI Stock Holding History

Clean Yield Group’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	$137K	Hold	245	–	–	0.03%	179
2026 Q1	$132K	Hold	245	–	–	0.04%	164
2025 Q4	$141K	Hold	245	–	–	0.04%	158
2025 Q3	$139K	Hold	245	–	–	0.04%	150
2025 Q2	$141K	Hold	245	–	–	0.04%	150
2025 Q1	$139K	Hold	245	–	–	0.05%	150
2024 Q4	$147K	Hold	245	–	–	0.05%	153
2024 Q3	$143K	Hold	245	–	–	0.05%	152
2024 Q2	$118K	Hold	245	–	–	0.04%	157
2024 Q1	$137K	Hold	245	–	–	0.05%	151
2023 Q4	$139K	Hold	245	–	–	0.06%	147
2023 Q3	$128K	Hold	245	–	–	0.06%	148
2023 Q2	$115K	Hold	245	–	–	0.05%	164
2023 Q1	$137K	Buy	+245	New	+$130K	0.06%	158
2022 Q1	–	Sell	-40	Closed	-$25K	–	490
2021 Q4	$25K	Hold	40	–	–	0.01%	310
2021 Q3	$24K	Sell	40 -40	-50%	-$24.4K	0.01%	313
2021 Q2	$43K	Buy	+80	New	+$38.1K	0.01%	263
2021 Q1	–	Sell	-80	Closed	-$36K	–	291
2020 Q4	$36K	Hold	80	–	–	0.01%	271
2020 Q3	$29K	Hold	80	–	–	0.01%	251
2020 Q2	$27K	Sell	80 -67	-46%	-$21.7K	0.01%	252
2020 Q1	$42K	Buy	+147	New	+$41.6K	0.02%	218

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Clean Yield Group's MSCI Position: Q2 2026 in Review

Clean Yield Group held its MSCI (MSCI) position steady in Q2 2026 at 245 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #179.

Clean Yield Group first reported a position in MSCI in Q1 2020 and has held it in 21 quarters since. The position peaked at $147K in Q4 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Clean Yield Group held 245 shares of MSCI worth $137K as of Q2 2026.
Clean Yield Group left its MSCI share count unchanged in Q2 2026.
MSCI made up 0.03% of Clean Yield Group's portfolio in Q2 2026, its #179 holding.
Clean Yield Group first reported a position in MSCI in Q1 2020 and has held it in 21 quarters since.
Clean Yield Group's MSCI position peaked at $147K in Q4 2024.
1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.