Clean Yield Group

Position in MSCI — MSCI Inc.

CIK 1525865 NORWICH, VT

Position in MSCI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$137,209

+$5,152 QoQ

Shares Held

245

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#863

of 1,074 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Clean Yield Group holds $4,376,509 across 6 Financial Data & Stock Exchanges names. MSCI ranks #2 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/	9,183	$4,159,164
2	MSCI	MSCI Inc. This page	245	$137,209
3	SPGI	S&P Global Inc.	141	$54,165
4	CME	Cme Group Inc.	63	$13,912
5	FDS	Factset Research Systems Inc	27	$6,212
6	COIN	Coinbase Global, Inc.	40	$5,847

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$137,209	245	0.0%	Shares	Sole	2026-08-05
2026-03-31	$132,057	245	0.0%	Shares	Sole	2026-04-14
2025-12-31	$140,563	245	0.0%	Shares	Sole	2026-01-26
2025-09-30	$139,015	245	0.0%	Shares	Sole	2025-10-23
2025-06-30	$141,301	245	0.0%	Shares	Sole	2025-07-17
2025-03-31	$138,547	245	0.0%	Shares	Sole	2025-04-14
2024-12-31	$147,002	245	0.0%	Shares	Sole	2025-01-13
2024-09-30	$142,817	245	0.0%	Shares	Sole	2024-10-07
2024-06-30	$118,028	245	0.0%	Shares	Sole	2024-07-10
2024-03-31	$137,310	245	0.0%	Shares	Sole	2024-05-29
2023-12-31	$138,584	245	0.0%	Shares	Sole	2024-01-24
2023-09-30	$125,704	245	0.0%	Shares	Sole	2023-10-12
2023-06-30	$114,976	245	0.0%	Shares	Sole	2023-07-26
2023-03-31	$137,124	245	+512.5%	Shares	Sole	2023-04-26
2021-12-31	$24,507	40	0.0%	Shares	Sole	2022-01-24
2021-09-30	$24,333	40	-50.0%	Shares	Sole	2021-10-27
2021-06-30	$42,646	80	0.0%	Shares	Sole	2021-07-26
2020-12-31	$35,722	80	0.0%	Shares	Sole	2021-01-26
2020-09-30	$28,542	80	0.0%	Shares	Sole	2020-10-16
2020-06-30	$26,705	80	-45.6%	Shares	Sole	2020-07-22
2020-03-31	$42,477	147	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.