Creative Planning
ICFI icon

Creative Planning’s ICF International ICFI Stock Holding History

Creative Planning’s Portfolio ICFI Stock Details ICFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.65M Buy
36,346
+24,881
+217% +$1.72M ﹤0.01% 1875
2026
Q1 		$749K Sell
11,465
-5,536
-33% -$450K ﹤0.01% 2702
2025
Q4 		$1.45M Sell
17,001
-18,514
-52% -$1.57M ﹤0.01% 1981
2025
Q3 		$3.3M Buy
35,515
+13,315
+60% +$1.23M ﹤0.01% 1147
2025
Q2 		$1.88M Buy
22,200
+15,110
+213% +$1.28M ﹤0.01% 1371
2025
Q1 		$602K Buy
7,090
+3,588
+102% +$376K ﹤0.01% 2120
2024
Q4 		$417K Buy
3,502
+219
+7% +$32.8K ﹤0.01% 2393
2024
Q3 		$548K Buy
3,283
+404
+14% +$62.1K ﹤0.01% 2023
2024
Q2 		$427K Buy
2,879
+118
+4% +$17.1K ﹤0.01% 2064
2024
Q1 		$416K Buy
2,761
+450
+19% +$65.2K ﹤0.01% 1999
2023
Q4 		$310K Buy
2,311
+396
+21% +$52K ﹤0.01% 2067
2023
Q3 		$231K Buy
+1,915
New +$239K ﹤0.01% 2128

Other funds holding ICFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
ECM
Estuary Capital Management Wayzata, Minnesota $589M AUM 9.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's ICFI Position: Q2 2026 in Review

Creative Planning increased its ICF International (ICFI) stake by 217% in Q2 2026, buying an estimated $1.72M and bringing the position to 36,346 shares worth $2.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

Creative Planning first reported a position in ICFI in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.3M in Q3 2025. 234 funds tracked by Wall St. Rank hold ICFI as of Q2 2026.

  • Creative Planning held 36,346 shares of ICF International worth $2.65M as of Q2 2026.
  • Creative Planning bought 24,881 ICF International shares in Q2 2026, an estimated $1.72M.
  • ICF International made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1875 holding.
  • Creative Planning first reported a position in ICF International in Q3 2023 and has held it in 12 quarters since.
  • Creative Planning's ICF International position peaked at $3.3M in Q3 2025.
  • 234 funds tracked by Wall St. Rank held ICF International as of Q2 2026.

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