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Msci shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Msci (MSCI) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Msci

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All positions including Msci held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msci by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $82k 145 567.41
2025-06-30 $84k 145 576.74
2025-03-31 $82k 145 565.50
2024-12-31 $87k 145 600.01

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)

View all positions for Center for Financial Planning

Top funds holding Msci

Vanguard Group
BlackRock
State Street Corporation
Bamco
Geode Capital Management
Edgewood Management
Principal Financial Group
Polen Capital Management
T. Rowe Price Investment Management
Morgan Stanley
Jpmorgan Chase & Co
Fiera Capital Corporation
StonePine Asset Management
Mitsubishi UFJ Asset Management
Northern Trust

View all funds holding Msci