Creative Planning
BKF icon

Creative Planning’s iShares MSCI BIC ETF BKF Stock Holding History

Creative Planning’s Portfolio BKF Stock Details BKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,439
Closed -$201K – 3924
2025
Q3 		$201K Buy
+4,439
New +$190K ﹤0.01% 3481
2017
Q3 		– Sell
-130
Closed -$5K – 2086
2017
Q2 		$5K Sell
130
-5,000
-97% -$185K ﹤0.01% 3967
2017
Q1 		$186K Buy
5,130
+5,030
+5,030% +$176K ﹤0.01% 1539
2016
Q4 		$3K Hold
100
– – ﹤0.01% 4128
2016
Q3 		$3K Sell
100
-175
-64% -$5.76K ﹤0.01% 4065
2016
Q2 		$8K Hold
275
– – ﹤0.01% 3371
2016
Q1 		$8K Hold
275
– – ﹤0.01% 3320
2015
Q4 		$8K Hold
275
– – ﹤0.01% 3400
2015
Q3 		$8K Buy
+275
New +$8.95K ﹤0.01% 3323
2015
Q2 		– Sell
-719
Closed -$26K – 1306
2015
Q1 		$26K Hold
719
– – ﹤0.01% 2502
2014
Q4 		$25K Sell
719
-53
-7% -$1.94K ﹤0.01% 2491
2014
Q3 		$29K Buy
772
+194
+34% +$7.76K ﹤0.01% 2274
2014
Q2 		$22K Buy
578
+3
+0.5% +$112 ﹤0.01% 2422
2014
Q1 		$21K Hold
575
– – ﹤0.01% 2324
2013
Q4 		$22K Buy
575
+400
+229% +$15.2K ﹤0.01% 2122
2013
Q3 		$7K Sell
175
-144
-45% -$5.11K ﹤0.01% 2605
2013
Q2 		$11K Buy
+319
New +$12.1K ﹤0.01% 2214

Other funds holding BKF

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Creative Planning's BKF Position: Q4 2025 in Review

Creative Planning sold out of iShares MSCI BIC ETF (BKF) in Q4 2025, closing a stake of 4,439 shares — an estimated $201K sold.

Creative Planning first reported a position in BKF in Q2 2013 and held it in 17 quarters. The position peaked at $201K in Q3 2025. 39 funds tracked by Wall St. Rank hold BKF as of Q4 2025.

  • Creative Planning reported no remaining iShares MSCI BIC ETF position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 4,439 iShares MSCI BIC ETF shares in Q4 2025, an estimated $201K.
  • Creative Planning first reported a position in iShares MSCI BIC ETF in Q2 2013 and held it in 17 quarters.
  • Creative Planning's iShares MSCI BIC ETF position peaked at $201K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.