Creative Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $249M | Buy |
2,753,122
+69,482
| +3% | +$6.48M | 0.17% | 63 |
|
|
2025
Q4 | $240M | Sell |
2,683,640
-15,953
| -0.6% | -$1.41M | 0.17% | 63 |
|
|
2025
Q3 | $236M | Sell |
2,699,593
-44,579
| -2% | -$3.79M | 0.18% | 64 |
|
|
2025
Q2 | $229M | Sell |
2,744,172
-166,827
| -6% | -$13.2M | 0.2% | 57 |
|
|
2025
Q1 | $220M | Buy |
2,910,999
+141,686
| +5% | +$10.6M | 0.21% | 55 |
|
|
2024
Q4 | $195M | Sell |
2,769,313
-69,984
| -2% | -$5.16M | 0.19% | 60 |
|
|
2024
Q3 | $222M | Sell |
2,839,297
-93,247
| -3% | -$6.98M | 0.22% | 55 |
|
|
2024
Q2 | $213M | Sell |
2,932,544
-112,315
| -4% | -$8.26M | 0.23% | 55 |
|
|
2024
Q1 | $226M | Sell |
3,044,859
-157,223
| -5% | -$11.2M | 0.25% | 49 |
|
|
2023
Q4 | $225M | Buy |
3,202,082
+346,194
| +12% | +$22.8M | 0.42% | 43 |
|
|
2023
Q3 | $184M | Buy |
2,855,888
+298,998
| +12% | +$20M | 0.25% | 54 |
|
|
2023
Q2 | $173M | Buy |
2,556,890
+20,507
| +0.8% | +$1.39M | 0.23% | 51 |
|
|
2023
Q1 | $170M | Sell |
2,536,383
-128,090
| -5% | -$8.4M | 0.24% | 50 |
|
|
2022
Q4 | $164M | Sell |
2,664,473
-108,981
| -4% | -$6.41M | 0.25% | 53 |
|
|
2022
Q3 | $146M | Sell |
2,773,454
-457,306
| -14% | -$26.9M | 0.25% | 48 |
|
|
2022
Q2 | $190M | Buy |
3,230,760
+258,677
| +9% | +$16.6M | 0.31% | 41 |
|
|
2022
Q1 | $207M | Buy |
2,972,083
+383,991
| +15% | +$27.2M | 0.32% | 41 |
|
|
2021
Q4 | $193M | Buy |
2,588,092
+357,532
| +16% | +$26.9M | 0.31% | 43 |
|
|
2021
Q3 | $166M | Sell |
2,230,560
-113,270
| -5% | -$8.62M | 0.29% | 44 |
|
|
2021
Q2 | $175M | Buy |
2,343,830
+207,148
| +10% | +$15.6M | 0.31% | 44 |
|
|
2021
Q1 | $154M | Sell |
2,136,682
-34,892
| -2% | -$2.49M | 0.31% | 40 |
|
|
2020
Q4 | $150M | Sell |
2,171,574
-22,415
| -1% | -$1.45M | 0.33% | 39 |
|
|
2020
Q3 | $132M | Buy |
2,193,989
+75,978
| +4% | +$4.58M | 0.35% | 39 |
|
|
2020
Q2 | $121M | Sell |
2,118,011
-754,229
| -26% | -$40.9M | 0.35% | 38 |
|
|
2020
Q1 | $143M | Sell |
2,872,240
-4,695,717
| -62% | -$279M | 0.51% | 35 |
|
|
2019
Q4 | $494M | Sell |
7,567,957
-52,691
| -0.7% | -$3.34M | 1.48% | 16 |
|
|
2019
Q3 | $465M | Buy |
7,620,648
+403,078
| +6% | +$24.3M | 1.52% | 16 |
|
|
2019
Q2 | $443M | Buy |
7,217,570
+152,621
| +2% | +$9.35M | 1.49% | 16 |
|
|
2019
Q1 | $429M | Sell |
7,064,949
-17,833
| -0.3% | -$1.05M | 1.55% | 15 |
|
|
2018
Q4 | $390M | Buy |
7,082,782
+2,550,649
| +56% | +$150M | 1.6% | 15 |
|
|
2018
Q3 | $290M | Buy |
4,532,133
+1,511,525
| +50% | +$96.4M | 1.08% | 18 |
|
|
2018
Q2 | $191M | Sell |
3,020,608
-169,066
| -5% | -$11.2M | 0.75% | 23 |
|
|
2018
Q1 | $210M | Buy |
3,189,674
+952,790
| +43% | +$64M | 0.86% | 21 |
|
|
2017
Q4 | $148M | Buy |
2,236,884
+20,668
| +0.9% | +$1.35M | 0.64% | 24 |
|
|
2017
Q3 | $142M | Sell |
2,216,216
-127,422
| -5% | -$7.97M | 0.66% | 24 |
|
|
2017
Q2 | $143M | Buy |
2,343,638
+80,133
| +4% | +$4.84M | 0.72% | 24 |
|
|
2017
Q1 | $131M | Buy |
2,263,505
+6,584
| +0.3% | +$370K | 0.72% | 24 |
|
|
2016
Q4 | $121M | Buy |
2,256,921
+215,806
| +11% | +$11.6M | 0.74% | 24 |
|
|
2016
Q3 | $113M | Buy |
2,041,115
+82,228
| +4% | +$4.44M | 0.72% | 26 |
|
|
2016
Q2 | $102M | Sell |
1,958,887
-6,989
| -0.4% | -$374K | 0.74% | 27 |
|
|
2016
Q1 | $104M | Buy |
1,965,876
+1,701,663
| +644% | +$86.8M | 0.81% | 25 |
|
|
2015
Q4 | $14.4M | Buy |
264,213
+256,905
| +3,515% | +$14.3M | 0.12% | 85 |
|
|
2015
Q3 | $386K | Buy |
+7,308
| New | +$414K | ﹤0.01% | 851 |
|
|
2015
Q2 | – | Sell |
-5,131
| Closed | -$300K | – | 1968 |
|
|
2015
Q1 | $300K | Buy |
5,131
+62
| +1% | +$3.56K | ﹤0.01% | 989 |
|
|
2014
Q4 | $280K | Buy |
5,069
+2,998
| +145% | +$170K | ﹤0.01% | 973 |
|
|
2014
Q3 | $121K | Buy |
2,071
+1,955
| +1,685% | +$119K | ﹤0.01% | 1347 |
|
|
2014
Q2 | $7K | Buy |
+116
| New | +$7.2K | ﹤0.01% | 3045 |
|
|
2013
Q4 | – | Sell |
-835
| Closed | -$48K | – | 3379 |
|
|
2013
Q3 | $48K | Buy |
+835
| New | +$46.1K | ﹤0.01% | 1537 |
|
Other funds holding IEFA
Creative Planning's IEFA Position: Q1 2026 in Review
Creative Planning increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.6% in Q1 2026, buying an estimated $6.48M and bringing the position to 2,753,122 shares worth $249M. The position accounts for 0.17% of the portfolio, ranked #63.
Creative Planning first reported a position in IEFA in Q3 2013 and has held it in 48 quarters since. The position peaked at $494M in Q4 2019. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- Creative Planning held 2,753,122 shares of iShares Core MSCI EAFE ETF worth $249M as of Q1 2026.
- Creative Planning bought 69,482 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $6.48M.
- iShares Core MSCI EAFE ETF made up 0.17% of Creative Planning's portfolio in Q1 2026, its #63 holding.
- Creative Planning first reported a position in iShares Core MSCI EAFE ETF in Q3 2013 and has held it in 48 quarters since.
- Creative Planning's iShares Core MSCI EAFE ETF position peaked at $494M in Q4 2019.
- 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.