NEI
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Northwest & Ethical Investments’s MSCI MSCI Stock Holding History

Northwest & Ethical Investments’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
2025
Q4 		– Sell
-18,524
Closed -$10.5M – 533
2025
Q3 		$10.5M Hold
18,524
– – 0.25% 112
2025
Q2 		$10.7M Buy
18,524
+2,650
+17% +$1.47M 0.27% 114
2025
Q1 		$8.98M Buy
15,874
+474
+3% +$276K 0.24% 124
2024
Q4 		$9.24M Buy
15,400
+5,698
+59% +$3.42M 0.25% 130
2024
Q3 		$5.66M Buy
9,702
+904
+10% +$490K 0.15% 170
2024
Q2 		$4.24M Hold
8,798
– – 0.12% 193
2024
Q1 		$4.93M Sell
8,798
-190
-2% -$107K 0.14% 178
2023
Q4 		$5.08M Buy
8,988
+3,455
+62% +$1.78M 0.16% 172
2023
Q3 		$2.84M Buy
5,533
+1,968
+55% +$1.03M 0.1% 214
2023
Q2 		$1.67M Hold
3,565
– – 0.05% 256
2023
Q1 		$2M Hold
3,565
– – 0.07% 258
2022
Q4 		$1.66M Hold
3,565
– – 0.06% 262
2022
Q3 		$1.5M Sell
3,565
-609
-15% -$279K 0.06% 257
2022
Q2 		$1.72M Hold
4,174
– – 0.06% 255
2022
Q1 		$2.1M Sell
4,174
-4,756
-53% -$2.47M 0.07% 246
2021
Q4 		$5.47M Buy
8,930
+600
+7% +$376K 0.16% 156
2021
Q3 		$5.07M Buy
8,330
+3,500
+72% +$2.14M 0.17% 163
2021
Q2 		$2.57M Sell
4,830
-228
-5% -$109K 0.08% 218
2021
Q1 		$2.12M Hold
5,058
– – 0.07% 260
2020
Q4 		$2.26M Hold
5,058
– – 0.09% 241
2020
Q3 		$1.8M Buy
+5,058
New +$1.84M 0.08% 249
2014
Q4 		– Sell
-90,010
Closed -$4.23M – 232
2014
Q3 		$4.23M Buy
90,010
+19,260
+27% +$890K 0.28% 89
2014
Q2 		$3.24M Hold
70,750
– – 0.2% 123
2014
Q1 		$3.04M Buy
70,750
+2,130
+3% +$92.9K 0.2% 123
2013
Q4 		$3M Buy
68,620
+5,780
+9% +$243K 0.2% 116
2013
Q3 		$2.53M Buy
62,840
+3,990
+7% +$149K 0.18% 128
2013
Q2 		$1.96M Buy
+58,850
New +$1.99M 0.15% 127

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Northwest & Ethical Investments's MSCI Position: Q4 2025 in Review

Northwest & Ethical Investments sold out of MSCI (MSCI) in Q4 2025, closing a stake of 18,524 shares — an estimated $10.5M sold.

Northwest & Ethical Investments first reported a position in MSCI in Q2 2013 and held it in 27 quarters. The position peaked at $10.7M in Q2 2025. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Northwest & Ethical Investments reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 18,524 MSCI shares in Q4 2025, an estimated $10.5M.
  • Northwest & Ethical Investments first reported a position in MSCI in Q2 2013 and held it in 27 quarters.
  • Northwest & Ethical Investments's MSCI position peaked at $10.7M in Q2 2025.
  • 1,081 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Northwest & Ethical Investments's 13F filing for Q4 2025, filed 12 Feb 2026.