Creative Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Creative Planning’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-200	Closed	-$1.47K	–	2947
2023 Q2	$1.47K	Buy	+200	New	+$14.5K	﹤0.01%	2605
2021 Q1	–	Sell	-400	Closed	-$3K	–	2632
2020 Q4	$3K	Buy	+400	New	+$27.4K	﹤0.01%	2282
2017 Q3	–	Sell	-1,000	Closed	-$11K	–	2381
2017 Q2	$11K	Hold	1,000	–	–	﹤0.01%	3564
2017 Q1	$8K	Buy	+1,000	New	+$60.5K	﹤0.01%	3710

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Creative Planning's EFA Position: Q2 2026 in Review

Creative Planning reduced its iShares MSCI EAFE ETF (EFA) stake by 2.3% in Q2 2026, selling an estimated $4.9M and leaving 2,039,695 shares worth $212M. The position accounts for 0.12% of the portfolio, ranked #83.

Creative Planning first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $452M in Q4 2019. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Creative Planning held 2,039,695 shares of iShares MSCI EAFE ETF worth $212M as of Q2 2026.
Creative Planning sold 47,658 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $4.9M.
iShares MSCI EAFE ETF made up 0.12% of Creative Planning's portfolio in Q2 2026, its #83 holding.
Creative Planning first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
Creative Planning's iShares MSCI EAFE ETF position peaked at $452M in Q4 2019.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.