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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-145
Closed -$83.2K – 701
2025
Q4 		$83.2K Hold
145
– – 0.01% 250
2025
Q3 		$82.3K Hold
145
– – 0.01% 248
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

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Center for Financial Planning's MSCI Position: Q1 2026 in Review

Center for Financial Planning sold out of MSCI (MSCI) in Q1 2026, closing a stake of 145 shares — an estimated $83.2K sold.

Center for Financial Planning first reported a position in MSCI in Q4 2024 and held it in 5 quarters. The position peaked at $87K in Q4 2024. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Center for Financial Planning reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Center for Financial Planning sold 145 MSCI shares in Q1 2026, an estimated $83.2K.
  • Center for Financial Planning first reported a position in MSCI in Q4 2024 and held it in 5 quarters.
  • Center for Financial Planning's MSCI position peaked at $87K in Q4 2024.
  • 1,067 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.