Cornerstone Planning Group’s MSCI MSCI Stock Holding History

Cornerstone Planning Group’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	$22.8K	Buy	40 +11	+38%	+$6.2K	﹤0.01%	628
2025 Q4	$17.9K	Buy	29 +1	+4%	+$561	﹤0.01%	618
2025 Q3	$16.4K	Sell	28 -1	-3%	-$565	﹤0.01%	644
2025 Q2	$16.2K	Buy	29 +1	+4%	+$553	﹤0.01%	458
2025 Q1	$14.9K	Buy	28 +23	+460%	+$13.4K	﹤0.01%	468
2024 Q4	$3.12K	Buy	5 +1	+25%	+$600	﹤0.01%	680
2024 Q3	$2.32K	Buy	4 +1	+33%	+$542	﹤0.01%	734
2024 Q2	$1.55K	Sell	3 -1	-25%	-$496	﹤0.01%	840
2024 Q1	$1.87K	Buy	4 +1	+33%	+$562	﹤0.01%	675
2023 Q4	$1.7K	Hold	3	–	–	﹤0.01%	658
2023 Q3	$1.54K	Hold	3	–	–	﹤0.01%	709
2023 Q2	$1.41K	Buy	+3	New	+$1.46K	﹤0.01%	1273
2022 Q4	$1.49K	Buy	+3	New	+$1.4K	﹤0.01%	1271

Other funds holding MSCI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return