EI
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Ethic Inc’s Middlesex Water MSEX Stock Holding History

Ethic Inc’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$222K Sell
4,267
-266
-6% -$14K ﹤0.01% 1124
2025
Q4 		$229K Sell
4,533
-2,706
-37% -$145K ﹤0.01% 1096
2025
Q3 		$392K Sell
7,239
-4,021
-36% -$215K 0.01% 915
2025
Q2 		$614K Sell
11,260
-7,694
-41% -$455K 0.01% 752
2025
Q1 		$1.22M Sell
18,954
-4,713
-20% -$256K 0.02% 547
2024
Q4 		$1.25M Buy
23,667
+13,226
+127% +$831K 0.03% 538
2024
Q3 		$548K Sell
10,441
-6,274
-38% -$389K 0.01% 739
2024
Q2 		$874K Buy
16,715
+6,274
+60% +$326K 0.02% 605
2024
Q1 		$548K Buy
10,441
+3,152
+43% +$174K 0.01% 739
2023
Q4 		$478K Buy
7,289
+3,670
+101% +$242K 0.01% 744
2023
Q3 		$240K Sell
3,619
-615
-15% -$47.4K 0.01% 873
2023
Q2 		$342K Sell
4,234
-1,195
-22% -$93.5K 0.01% 754
2023
Q1 		$424K Sell
5,429
-176
-3% -$14.2K 0.02% 697
2022
Q4 		$441K Buy
5,605
+2,985
+114% +$259K 0.02% 613
2022
Q3 		$202K Buy
2,620
+201
+8% +$18K 0.01% 741
2022
Q2 		$212K Sell
2,419
-923
-28% -$82.7K 0.01% 702
2022
Q1 		$351K Buy
3,342
+592
+22% +$60.4K 0.02% 559
2021
Q4 		$331K Sell
2,750
-580
-17% -$61.6K 0.03% 509
2021
Q3 		$342K Buy
+3,330
New +$342K 0.04% 440

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VCM
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VPM
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Dimensional Fund Advisors
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