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Position history for Creative PlanningCreative Planning's holdings in ISHARES CORE MSCI EAFE ETF

Creative Planning holds 2.7M shares of IEFA (ISHARES CORE MSCI EAFE ETF), worth $262.4M as of 2026-Q2. The position was decreased (-1.3% shares). IEFA represents 0.2% of Creative Planning's portfolio.

Current Value

$262.4M

Current Shares

2.7M

Total Value Change

+$40.8M

Total Shares Change

-122,195

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.7M
-1.3%
$262.4M0.2%$96.58
0
2026-Q1
Increased
2.8M
+2.6%
$249.2M0.2%$93.48
38
2025-Q4
Decreased
2.7M
-0.6%
$240.1M0.2%$89.87
0
2025-Q3
Decreased
2.7M
-1.6%
$235.7M0.2%$85.26
0
2025-Q2
Decreased
2.7M
-5.7%
$229.1M0.2%$81.73
0
2025-Q1
Increased
2.9M
+5.1%
$220.2M0.2%$73.63
39
2024-Q4
Decreased
2.8M
-2.5%
$194.6M0.2%$67.77
0
2024-Q3
Decreased
2.8M
-3.2%
$221.6M0.2%$74.25
0

Other major holders of IEFA: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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