Creative Planning
IEFA icon

Creative Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Creative Planning’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-6,500
Closed -$16K – 2051
2019
Q3 		$16K Buy
+6,500
New +$392K ﹤0.01% 1874

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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.