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
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 $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECM
Estuary Capital Management Wayzata, Minnesota $598M AUM 1.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return