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
2025 Q2	$83.6K	Hold
2025 Q1	$82K	Hold
2024 Q4	$87K	Buy