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 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	–	492
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	0.02%	263
2021 Q1	–	Sell	-80	Closed	-$36K	–	292
2020 Q4	$36K	Hold	80	–	–	0.02%	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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

T. Rowe Price Investment Management

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

Edgewood Management

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

Principal Financial Group

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