Creative Planning’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.4M | Buy |
21,157
+4,050
| +24% | +$2.28M | 0.01% | 637 |
|
|
2025
Q4 | $9.81M | Buy |
17,107
+1,431
| +9% | +$803K | 0.01% | 630 |
|
|
2025
Q3 | $8.89M | Buy |
15,676
+2,633
| +20% | +$1.49M | 0.01% | 616 |
|
|
2025
Q2 | $7.52M | Buy |
13,043
+144
| +1% | +$79.7K | 0.01% | 609 |
|
|
2025
Q1 | $7.29M | Buy |
12,899
+835
| +7% | +$485K | 0.01% | 584 |
|
|
2024
Q4 | $7.24M | Buy |
12,064
+974
| +9% | +$584K | 0.01% | 548 |
|
|
2024
Q3 | $6.46M | Buy |
11,090
+1,499
| +16% | +$813K | 0.01% | 563 |
|
|
2024
Q2 | $4.62M | Buy |
9,591
+2,311
| +32% | +$1.15M | ﹤0.01% | 646 |
|
|
2024
Q1 | $4.08M | Buy |
7,280
+471
| +7% | +$265K | ﹤0.01% | 679 |
|
|
2023
Q4 | $3.85M | Buy |
6,809
+355
| +6% | +$183K | 0.01% | 647 |
|
|
2023
Q3 | $3.31M | Buy |
6,454
+317
| +5% | +$167K | ﹤0.01% | 660 |
|
|
2023
Q2 | $2.88M | Sell |
6,137
-240
| -4% | -$117K | ﹤0.01% | 682 |
|
|
2023
Q1 | $3.57M | Buy |
6,377
+1,073
| +20% | +$568K | 0.01% | 588 |
|
|
2022
Q4 | $2.47M | Buy |
5,304
+1,283
| +32% | +$597K | ﹤0.01% | 681 |
|
|
2022
Q3 | $1.7M | Buy |
4,021
+97
| +2% | +$44.4K | ﹤0.01% | 753 |
|
|
2022
Q2 | $1.62M | Buy |
3,924
+1,039
| +36% | +$452K | ﹤0.01% | 789 |
|
|
2022
Q1 | $1.45M | Buy |
2,885
+280
| +11% | +$145K | ﹤0.01% | 831 |
|
|
2021
Q4 | $1.6M | Buy |
2,605
+315
| +14% | +$198K | ﹤0.01% | 766 |
|
|
2021
Q3 | $1.39M | Buy |
2,290
+204
| +10% | +$125K | ﹤0.01% | 800 |
|
|
2021
Q2 | $1.11M | Sell |
2,086
-58
| -3% | -$27.6K | ﹤0.01% | 892 |
|
|
2021
Q1 | $899K | Buy |
2,144
+22
| +1% | +$9.24K | ﹤0.01% | 1083 |
|
|
2020
Q4 | $948K | Buy |
2,122
+16
| +0.8% | +$6.28K | ﹤0.01% | 982 |
|
|
2020
Q3 | $751K | Sell |
2,106
-12
| -0.6% | -$4.36K | ﹤0.01% | 929 |
|
|
2020
Q2 | $707K | Buy |
2,118
+313
| +17% | +$101K | ﹤0.01% | 882 |
|
|
2020
Q1 | $522K | Sell |
1,805
-46
| -2% | -$13K | ﹤0.01% | 921 |
|
|
2019
Q4 | $478K | Buy |
1,851
+113
| +7% | +$27.5K | ﹤0.01% | 1133 |
|
|
2019
Q3 | $378K | Buy |
1,738
+143
| +9% | +$33.1K | ﹤0.01% | 1228 |
|
|
2019
Q2 | $381K | Buy |
1,595
+16
| +1% | +$3.59K | ﹤0.01% | 1225 |
|
|
2019
Q1 | $314K | Sell |
1,579
-29
| -2% | -$5.04K | ﹤0.01% | 1307 |
|
|
2018
Q4 | $237K | Sell |
1,608
-116
| -7% | -$17.7K | ﹤0.01% | 1374 |
|
|
2018
Q3 | $306K | Buy |
1,724
+36
| +2% | +$6.25K | ﹤0.01% | 1384 |
|
|
2018
Q2 | $279K | Sell |
1,688
-16
| -0.9% | -$2.52K | ﹤0.01% | 1416 |
|
|
2018
Q1 | $255K | Buy |
+1,704
| New | +$244K | ﹤0.01% | 1446 |
|
|
2017
Q3 | – | Sell |
-354
| Closed | -$36K | – | 3010 |
|
|
2017
Q2 | $36K | Sell |
354
-293
| -45% | -$29.5K | ﹤0.01% | 2781 |
|
|
2017
Q1 | $63K | Buy |
647
+362
| +127% | +$32.8K | ﹤0.01% | 2301 |
|
|
2016
Q4 | $22K | Sell |
285
-157
| -36% | -$12.7K | ﹤0.01% | 3011 |
|
|
2016
Q3 | $37K | Buy |
442
+133
| +43% | +$11.3K | ﹤0.01% | 2595 |
|
|
2016
Q2 | $24K | Buy |
309
+55
| +22% | +$4.16K | ﹤0.01% | 2662 |
|
|
2016
Q1 | $19K | Buy |
254
+118
| +87% | +$8.16K | ﹤0.01% | 2794 |
|
|
2015
Q4 | $10K | Hold |
136
| – | – | ﹤0.01% | 3308 |
|
|
2015
Q3 | $8K | Buy |
+136
| New | +$8.56K | ﹤0.01% | 3346 |
|
|
2015
Q2 | – | Sell |
-136
| Closed | -$8K | – | 2286 |
|
|
2015
Q1 | $8K | Hold |
136
| – | – | ﹤0.01% | 3311 |
|
|
2014
Q4 | $6K | Hold |
136
| – | – | ﹤0.01% | 3406 |
|
|
2014
Q3 | $6K | Hold |
136
| – | – | ﹤0.01% | 3205 |
|
|
2014
Q2 | $6K | Hold |
136
| – | – | ﹤0.01% | 3128 |
|
|
2014
Q1 | $6K | Buy |
+136
| New | +$5.93K | ﹤0.01% | 3000 |
|
Other funds holding MSCI
VCM
VPM
Creative Planning's MSCI Position: Q1 2026 in Review
Creative Planning increased its MSCI (MSCI) stake by 24% in Q1 2026, buying an estimated $2.28M and bringing the position to 21,157 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #637.
Creative Planning first reported a position in MSCI in Q1 2014 and has held it in 46 quarters since. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.
- Creative Planning held 21,157 shares of MSCI worth $11.4M as of Q1 2026.
- Creative Planning bought 4,050 MSCI shares in Q1 2026, an estimated $2.28M.
- MSCI made up 0.01% of Creative Planning's portfolio in Q1 2026, its #637 holding.
- Creative Planning first reported a position in MSCI in Q1 2014 and has held it in 46 quarters since.
- 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.