Plante Moran Financial Advisors’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	$43.1K	Hold	80	–	–	﹤0.01%	335
2025 Q4	$45.9K	Hold	80	–	–	﹤0.01%	339
2025 Q3	$45.4K	Hold	80	–	–	﹤0.01%	353
2025 Q2	$46.1K	Hold	80	–	–	﹤0.01%	349
2025 Q1	$45.2K	Hold	80	–	–	﹤0.01%	356
2024 Q4	$48K	Hold	80	–	–	﹤0.01%	354
2024 Q3	$46.6K	Hold	80	–	–	﹤0.01%	397
2024 Q2	$38.5K	Hold	80	–	–	﹤0.01%	380
2024 Q1	$44.8K	Buy	+80	New	+$45K	﹤0.01%	369
2022 Q3	–	Sell	-12	Closed	-$5K	–	1009
2022 Q2	$5K	Buy	+12	New	+$5.22K	﹤0.01%	718
2022 Q1	–	Sell	-29	Closed	-$18K	–	942
2021 Q4	$18K	Buy	+29	New	+$18.2K	﹤0.01%	586
2021 Q1	–	Sell	-5	Closed	-$2K	–	1091
2020 Q4	$2K	Buy	+5	New	+$1.96K	﹤0.01%	786