CFFP
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Center for Financial Planning’s MSCI MSCI Stock Holding History

Center for Financial Planning’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$83.6K Hold
145
– – 0.01% 236
2025
Q1 		$82K Hold
145
– – 0.01% 229
2024
Q4 		$87K Buy
+145
New +$87K 0.01% 209