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 $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning's IEFA Position: Q2 2026 in Review

Creative Planning reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.3% in Q2 2026, selling an estimated $3.46M and leaving 2,717,102 shares worth $262M. The position accounts for 0.15% of the portfolio, ranked #72.

Creative Planning first reported a position in IEFA in Q3 2013 and has held it in 49 quarters since. The position peaked at $494M in Q4 2019. 2,468 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Creative Planning held 2,717,102 shares of iShares Core MSCI EAFE ETF worth $262M as of Q2 2026.
  • Creative Planning sold 36,020 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.46M.
  • iShares Core MSCI EAFE ETF made up 0.15% of Creative Planning's portfolio in Q2 2026, its #72 holding.
  • Creative Planning first reported a position in iShares Core MSCI EAFE ETF in Q3 2013 and has held it in 49 quarters since.
  • Creative Planning's iShares Core MSCI EAFE ETF position peaked at $494M in Q4 2019.
  • 2,468 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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