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Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

MSCI holding history

MSCI Inc. in every 13F filed by Greenleaf Trust, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSCI overviewAll 13F holders of MSCIFull Q2 2026 holdings

Shares (Q2 2026)
2,660
Value
$1.49M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MSCI by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,660$1.49M<0.1%−97−3.5%ReducedHolders
Q1 20262,757$1.49M<0.1%−206−7.0%ReducedHolders
Q4 20252,963$1.70M<0.1%−155−5.0%ReducedHolders
Q3 20253,118$1.77M<0.1%−205−6.2%ReducedHolders
Q2 20253,323$1.92M<0.1%−145−4.2%ReducedHolders
Q1 20253,468$1.96M<0.1%+22+0.6%AddedHolders
Q4 20243,446$2.07M<0.1%−150−4.2%ReducedHolders
Q3 20243,596$2.10M<0.1%+970+36.9%AddedHolders
Q2 20242,626$1.27M<0.1%−74−2.7%ReducedHolders
Q1 20242,700$1.51M<0.1%+16+0.6%AddedHolders
Q4 20232,684$1.52M<0.1%+54+2.1%AddedHolders
Q3 20232,630$1.35M<0.1%+25+1.0%AddedHolders
Q2 20232,605$1.22M<0.1%−313−10.7%ReducedHolders
Q1 20232,918$1.63M<0.1%+55+1.9%AddedHolders
Q4 20222,863$1.33M<0.1%+269+10.4%AddedHolders
Q3 20222,594$1.09M<0.1%+117+4.7%AddedHolders
Q2 20222,477$1.02M<0.1%+362+17.1%AddedHolders
Q1 20222,115$1.06M<0.1%−11−0.5%ReducedHolders
Q4 20212,126$1.30M<0.1%+133+6.7%AddedHolders
Q3 20211,993$1.21M<0.1%+51+2.6%AddedHolders
Q2 20211,942$1.03M<0.1%+71+3.8%AddedHolders
Q1 20211,871$784.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.