Creative Planning
EFG icon

Creative Planning’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Creative Planning’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.5M Buy
184,473
+32,437
+21% +$3.81M 0.01% 434
2025
Q4 		$17.3M Buy
152,036
+15,605
+11% +$1.79M 0.01% 427
2025
Q3 		$15.5M Sell
136,431
-71
-0.1% -$7.91K 0.01% 431
2025
Q2 		$15.3M Sell
136,502
-13,022
-9% -$1.37M 0.01% 399
2025
Q1 		$15M Buy
149,524
+78,413
+110% +$7.99M 0.01% 383
2024
Q4 		$6.89M Sell
71,111
-779
-1% -$79.2K 0.01% 562
2024
Q3 		$7.74M Buy
71,890
+889
+1% +$92.2K 0.01% 516
2024
Q2 		$7.26M Buy
71,001
+542
+0.8% +$55.4K 0.01% 508
2024
Q1 		$7.31M Buy
70,459
+4,437
+7% +$442K 0.01% 494
2023
Q4 		$6.39M Sell
66,022
-6,492
-9% -$582K 0.01% 505
2023
Q3 		$6.26M Buy
72,514
+9,262
+15% +$854K 0.01% 464
2023
Q2 		$6.03M Buy
63,252
+9,401
+17% +$894K 0.01% 470
2023
Q1 		$5.04M Sell
53,851
-1,590
-3% -$143K 0.01% 509
2022
Q4 		$4.64M Buy
55,441
+3,345
+6% +$270K 0.01% 511
2022
Q3 		$3.78M Buy
52,096
+432
+0.8% +$35.2K 0.01% 505
2022
Q2 		$4.16M Sell
51,664
-523
-1% -$45.4K 0.01% 503
2022
Q1 		$5.02M Sell
52,187
-11,380
-18% -$1.12M 0.01% 452
2021
Q4 		$7.01M Buy
63,567
+1,667
+3% +$183K 0.01% 346
2021
Q3 		$6.59M Buy
61,900
+4,724
+8% +$520K 0.01% 352
2021
Q2 		$6.13M Buy
57,176
+1,316
+2% +$140K 0.01% 357
2021
Q1 		$5.61M Buy
55,860
+372
+0.7% +$37.8K 0.01% 390
2020
Q4 		$5.6M Buy
55,488
+12,529
+29% +$1.19M 0.01% 354
2020
Q3 		$3.86M Buy
42,959
+25,978
+153% +$2.3M 0.01% 365
2020
Q2 		$1.41M Buy
16,981
+344
+2% +$26.9K ﹤0.01% 623
2020
Q1 		$1.18M Sell
16,637
-855
-5% -$69.3K ﹤0.01% 582
2019
Q4 		$1.51M Buy
17,492
+829
+5% +$69.2K ﹤0.01% 617
2019
Q3 		$1.34M Sell
16,663
-86
-0.5% -$6.88K ﹤0.01% 638
2019
Q2 		$1.35M Buy
16,749
+860
+5% +$67.9K ﹤0.01% 638
2019
Q1 		$1.23M Buy
15,889
+4,127
+35% +$306K ﹤0.01% 645
2018
Q4 		$812K Buy
11,762
+506
+4% +$36.9K ﹤0.01% 751
2018
Q3 		$901K Buy
11,256
+205
+2% +$16.3K ﹤0.01% 807
2018
Q2 		$871K Buy
11,051
+360
+3% +$29.2K ﹤0.01% 818
2018
Q1 		$859K Buy
10,691
+408
+4% +$33.3K ﹤0.01% 814
2017
Q4 		$830K Buy
10,283
+743
+8% +$58.9K ﹤0.01% 828
2017
Q3 		$738K Buy
9,540
+501
+6% +$38K ﹤0.01% 849
2017
Q2 		$668K Sell
9,039
-550
-6% -$40.2K ﹤0.01% 874
2017
Q1 		$666K Buy
9,589
+409
+4% +$27.4K ﹤0.01% 833
2016
Q4 		$585K Sell
9,180
-959
-9% -$61.9K ﹤0.01% 856
2016
Q3 		$693K Sell
10,139
-930
-8% -$62.8K ﹤0.01% 751
2016
Q2 		$724K Buy
11,069
+149
+1% +$9.85K 0.01% 626
2016
Q1 		$719K Buy
10,920
+1,499
+16% +$94.8K 0.01% 609
2015
Q4 		$632K Sell
9,421
-283
-3% -$19.2K 0.01% 658
2015
Q3 		$619K Buy
+9,704
New +$661K 0.01% 657
2015
Q2 		– Sell
-1,319
Closed -$92K – 1619
2015
Q1 		$92K Sell
1,319
-3,129
-70% -$214K ﹤0.01% 1621
2014
Q4 		$293K Buy
4,448
+3,161
+246% +$212K ﹤0.01% 948
2014
Q3 		$88K Buy
1,287
+1,000
+348% +$70.7K ﹤0.01% 1559
2014
Q2 		$21K Buy
+287
New +$20.7K ﹤0.01% 2450
2014
Q1 		– Sell
-100
Closed -$7K – 3662
2013
Q4 		$7K Buy
+100
New +$6.93K ﹤0.01% 2710
2013
Q3 		– Sell
-450
Closed -$28K – 3244
2013
Q2 		$28K Buy
+450
New +$29.1K ﹤0.01% 1716

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Creative Planning's EFG Position: Q1 2026 in Review

Creative Planning increased its iShares MSCI EAFE Growth ETF (EFG) stake by 21% in Q1 2026, buying an estimated $3.81M and bringing the position to 184,473 shares worth $20.5M. The position accounts for 0.01% of the portfolio, ranked #434.

Creative Planning first reported a position in EFG in Q2 2013 and has held it in 49 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Creative Planning held 184,473 shares of iShares MSCI EAFE Growth ETF worth $20.5M as of Q1 2026.
  • Creative Planning bought 32,437 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $3.81M.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #434 holding.
  • Creative Planning first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 49 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.