Cornerstone Planning Group
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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
Q3 		– Sell
-39
Closed -$22.5K – 1109
2026
Q2 		$22.5K Sell
39
-1
-3% -$583 ﹤0.01% 639
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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Cornerstone Planning Group's MSCI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of MSCI (MSCI) in Q3 2026, closing a stake of 39 shares — an estimated $22.5K sold.

Cornerstone Planning Group first reported a position in MSCI in Q4 2022 and held it in 14 quarters. The position peaked at $22.8K in Q1 2026. 217 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Cornerstone Planning Group reported no remaining MSCI position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 39 MSCI shares in Q3 2026, an estimated $22.5K.
  • Cornerstone Planning Group first reported a position in MSCI in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's MSCI position peaked at $22.8K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.