Creative Planning’s FlexShares STOXX Global Broad Infrastructure Index Fund NFRA Stock Holding History

Creative Planning’s Portfolio NFRA Stock Details NFRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,979	Closed	-$250K	–	4042
2025 Q3	$250K	Buy	+3,979	New	+$247K	﹤0.01%	3291
2025 Q1	–	Sell	-5,397	Closed	-$293K	–	3645
2024 Q4	$293K	Buy	+5,397	New	+$311K	﹤0.01%	2685
2017 Q3	–	Sell	-374	Closed	-$18K	–	3061
2017 Q2	$18K	Hold	374	–	–	﹤0.01%	3250
2017 Q1	$17K	Hold	374	–	–	﹤0.01%	3230
2016 Q4	$16K	Hold	374	–	–	﹤0.01%	3225
2016 Q3	$17K	Hold	374	–	–	﹤0.01%	3164
2016 Q2	$17K	Hold	374	–	–	﹤0.01%	2911
2016 Q1	$16K	Sell	374 -354	-49%	-$14.5K	﹤0.01%	2923
2015 Q4	$30K	Hold	728	–	–	﹤0.01%	2533
2015 Q3	$30K	Buy	+728	New	+$31.6K	﹤0.01%	2421
2015 Q2	–	Sell	-728	Closed	-$33K	–	2340
2015 Q1	$33K	Sell	728 -1,500	-67%	-$68.2K	﹤0.01%	2305
2014 Q4	$101K	Hold	2,228	–	–	﹤0.01%	1549
2014 Q3	$100K	Sell	2,228 -322	-13%	-$14.8K	﹤0.01%	1481
2014 Q2	$117K	Buy	+2,550	New	+$113K	﹤0.01%	1342

Other funds holding NFRA

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

Creative Planning's NFRA Position: Q4 2025 in Review

Creative Planning sold out of FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) in Q4 2025, closing a stake of 3,979 shares — an estimated $250K sold.

Creative Planning first reported a position in NFRA in Q2 2014 and held it in 14 quarters. The position peaked at $293K in Q4 2024. 121 funds tracked by Wall St. Rank hold NFRA as of Q4 2025.

Creative Planning reported no remaining FlexShares STOXX Global Broad Infrastructure Index Fund position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 3,979 FlexShares STOXX Global Broad Infrastructure Index Fund shares in Q4 2025, an estimated $250K.
Creative Planning first reported a position in FlexShares STOXX Global Broad Infrastructure Index Fund in Q2 2014 and held it in 14 quarters.
Creative Planning's FlexShares STOXX Global Broad Infrastructure Index Fund position peaked at $293K in Q4 2024.
121 funds tracked by Wall St. Rank held FlexShares STOXX Global Broad Infrastructure Index Fund as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.