PGGM Investments’s MSCI MSCI Stock Holding History

PGGM 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 Q2	–	Sell	-6,095	Closed	-$3.45M	–	247
2025 Q1	$3.45M	Hold	6,095	–	–	0.05%	229
2024 Q4	$3.66M	Hold	6,095	–	–	0.05%	220
2024 Q3	$3.55M	Sell	6,095 -545	-8%	-$295K	0.05%	223
2024 Q2	$3.2M	Sell	6,640 -485	-7%	-$241K	0.05%	226
2024 Q1	$3.99M	Hold	7,125	–	–	0.06%	207
2023 Q4	$4.03M	Hold	7,125	–	–	0.06%	212
2023 Q3	$3.66M	Hold	7,125	–	–	0.06%	222
2023 Q2	$3.34M	Hold	7,125	–	–	0.05%	238
2023 Q1	$3.99M	Buy	7,125 +104	+1%	+$55K	0.07%	230
2022 Q4	$3.27M	Hold	7,021	–	–	0.06%	241
2022 Q3	$2.96M	Buy	+7,021	New	+$3.21M	0.05%	260
2022 Q1	$18.2M	Hold	29,711	–	–	0.09%	212
2021 Q4	$18.2M	Hold	29,711	–	–	0.09%	212
2021 Q3	$18.1M	Buy	29,711 +427	+1%	+$261K	0.09%	228
2021 Q2	$15.6M	Sell	29,284 -123	-0.4%	-$58.6K	0.07%	241
2021 Q1	$12.3M	Buy	29,407 +8,287	+39%	+$3.48M	0.05%	259
2020 Q4	$9.43M	Buy	+21,120	New	+$8.29M	0.04%	276

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Edgewood Management

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

Geode Capital Management

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

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Principal Financial Group

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return