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Greenleaf Trust’s MSCI MSCI Stock Holding History

Greenleaf Trust’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 		$1.49M Sell
2,757
-206
-7% -$116K 0.01% 256
2025
Q4 		$1.7M Sell
2,963
-155
-5% -$86.9K 0.02% 235
2025
Q3 		$1.77M Sell
3,118
-205
-6% -$116K 0.02% 225
2025
Q2 		$1.92M Sell
3,323
-145
-4% -$80.3K 0.02% 203
2025
Q1 		$1.96M Buy
3,468
+22
+0.6% +$12.8K 0.02% 201
2024
Q4 		$2.07M Sell
3,446
-150
-4% -$90K 0.02% 193
2024
Q3 		$2.1M Buy
3,596
+970
+37% +$526K 0.02% 194
2024
Q2 		$1.27M Sell
2,626
-74
-3% -$36.7K 0.01% 258
2024
Q1 		$1.51M Buy
2,700
+16
+0.6% +$8.99K 0.01% 223
2023
Q4 		$1.52M Buy
2,684
+54
+2% +$27.9K 0.02% 214
2023
Q3 		$1.35M Buy
2,630
+25
+1% +$13.1K 0.02% 219
2023
Q2 		$1.22M Sell
2,605
-313
-11% -$153K 0.01% 237
2023
Q1 		$1.63M Buy
2,918
+55
+2% +$29.1K 0.02% 194
2022
Q4 		$1.33M Buy
2,863
+269
+10% +$125K 0.02% 216
2022
Q3 		$1.09M Buy
2,594
+117
+5% +$53.6K 0.02% 224
2022
Q2 		$1.02M Buy
2,477
+362
+17% +$158K 0.02% 227
2022
Q1 		$1.06M Sell
2,115
-11
-0.5% -$5.7K 0.01% 238
2021
Q4 		$1.3M Buy
2,126
+133
+7% +$83.4K 0.02% 195
2021
Q3 		$1.21M Buy
1,993
+51
+3% +$31.2K 0.01% 199
2021
Q2 		$1.03M Buy
1,942
+71
+4% +$33.8K 0.01% 220
2021
Q1 		$784K Buy
1,871
+87
+5% +$36.6K 0.01% 256
2020
Q4 		$797K Sell
1,784
-45
-2% -$17.7K 0.01% 229
2020
Q3 		$653K Sell
1,829
-61
-3% -$22.1K 0.01% 235
2020
Q2 		$631K Buy
1,890
+9
+0.5% +$2.91K 0.01% 236
2020
Q1 		$544K Buy
+1,881
New +$533K 0.01% 218
2019
Q3 		– Sell
-1,456
Closed -$348K – 580
2019
Q2 		$348K Buy
+1,456
New +$326K 0.01% 369

Other funds holding MSCI

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
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

Greenleaf Trust's MSCI Position: Q1 2026 in Review

Greenleaf Trust reduced its MSCI (MSCI) stake by 7% in Q1 2026, selling an estimated $116K and leaving 2,757 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #256.

Greenleaf Trust first reported a position in MSCI in Q2 2019 and has held it in 26 quarters since. The position peaked at $2.1M in Q3 2024. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Greenleaf Trust held 2,757 shares of MSCI worth $1.49M as of Q1 2026.
  • Greenleaf Trust sold 206 MSCI shares in Q1 2026, an estimated $116K.
  • MSCI made up 0.01% of Greenleaf Trust's portfolio in Q1 2026, its #256 holding.
  • Greenleaf Trust first reported a position in MSCI in Q2 2019 and has held it in 26 quarters since.
  • Greenleaf Trust's MSCI position peaked at $2.1M in Q3 2024.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.