Creative Planning Sells in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-7.2K
- 2.34%
$134.94 - $145.86 $971K - $1.05M
300K $43.7M
INSM
Insmed Inc

Healthcare
-2.32K
- 3.22%
$96.14 - $147.2 $223K - $342K
69.9K $10.1M
BIDU
Baidu, Inc.

Communication Services
-6.23K
- 7.87%
$85.86 - $137.83 $535K - $859K
73K $9.62M
DFAE
Dimensional ETF Tr

ETFs
-29.6K
- 1.93%
$28.84 - $31.84 $855K - $944K
1.51M $47.5M
EEM
Ishares Msci Emerging Markets

ETFs
-10K
- 1.41%
$48.07 - $53.4 $483K - $536K
702K $37.5M
AVSC
American Centy ETF Tr Avantis
-4K
- 0.65%
$51.33 - $58.63 $205K - $234K
613K $35.1M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-24K
- 1.82%
$64.58 - $69.94 $1.55M - $1.68M
1.29M $89.7M
IYW
Ishares Dj Us Tech ETF

ETFs
-748
- 0.47%
$171.38 - $197.01 $128K - $147K
159K $31.1M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-86
- 0.01%
$42.28 - $45.71 $3.64K - $3.93K
1.23M $56.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
-28.8K
- 2.09%
$66.38 - $71.68 $1.91M - $2.06M
1.35M $96.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.3K
- 0.25%
$92.26 - $97.51 $212K - $224K
928K $89.6M
AVEM
American Centy ETF Tr Avantis

ETFs
-36.6K
- 3.52%
$68.33 - $75.41 $2.5M - $2.76M
1M $75.4M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-25.7K
- 1.71%
$41.34 - $45.65 $1.06M - $1.17M
1.47M $66.4M
MPC
Marathon Petroleum Corp

Energy
-287
- 0.16%
$158.59 - $198.69 $45.5K - $57K
176K $33.9M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-436
- 0.32%
$362.31 - $405.74 $158K - $177K
135K $54.4M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-85K
- 4.23%
$61.93 - $68.12 $5.26M - $5.79M
1.92M $129M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.59K
- 0.9%
$284.45 - $324.95 $451K - $516K
175K $56M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-45.2K
- 3.54%
$109.47 - $119.06 $4.94M - $5.38M
1.23M $146M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-7.71K
- 0.55%
$82.42 - $87.03 $635K - $671K
1.4M $122M
IEFA
Ishares Tr

ETFs
-44.6K
- 1.62%
$81.7 - $87.53 $3.64M - $3.9M
2.7M $236M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-13.8K
- 0.66%
$87.29 - $93.61 $1.2M - $1.29M
2.07M $193M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-133K
- 3.12%
$72.04 - $77.35 $9.62M - $10.3M
4.15M $318M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-123K
- 2.35%
$41.91 - $44.87 $5.16M - $5.53M
5.13M $229M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-14.8K
- 0.77%
$39.06 - $43.42 $578K - $642K
1.92M $83.2M
DFIV
Dimensional ETF Tr

ETFs
-72.4K
- 2.07%
$42.66 - $46.53 $3.09M - $3.37M
3.43M $158M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-29.3K
- 1.03%
$42.26 - $47.16 $1.24M - $1.38M
2.83M $131M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-12.1K
- 0.94%
$108.46 - $120.63 $1.31M - $1.46M
1.27M $151M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-11.4K
- 0.24%
$25.29 - $28.33 $288K - $323K
4.68M $131M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-73.1K
- 2.07%
$67.01 - $72.84 $4.9M - $5.32M
3.46M $250M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-12.8K
- 0.27%
$62.09 - $66.51 $792K - $849K
4.79M $312M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-2.53K
- 0.39%
$339.37 - $366.46 $860K - $929K
655K $239M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5.74K
- 1.23%
$420.11 - $472.68 $2.41M - $2.72M
461K $216M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-14.6K
- 0.69%
$135.0 - $146.02 $1.98M - $2.14M
2.1M $306M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-28.1K
- 0.78%
$132.9 - $142.03 $3.74M - $3.99M
3.58M $504M
VB
Vanguard Small Cap ETF

ETFs
-476
- 0.02%
$237.58 - $259.17 $113K - $123K
1.96M $500M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-427K
- 1.03%
$21.69 - $23.34 $9.26M - $9.96M
40.9M $953M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-75.6K
- 0.26%
$28.15 - $30.13 $2.13M - $2.28M
29.5M $875M
DFAT
Dimensional ETF Tr U S Target

ETFs
-189K
- 1.34%
$53.36 - $59.69 $10.1M - $11.3M
13.9M $810M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-401K
- 2.05%
$30.13 - $33.37 $12.1M - $13.4M
19.1M $638M
IDEV
Ishares Core Msci Intl Develop

ETFs
-174K
- 0.97%
$74.68 - $80.26 $13M - $14M
17.8M $1.43B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-514K
- 2.25%
$42.67 - $46.91 $21.9M - $24.1M
22.4M $1.05B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-270K
- 1.43%
$49.43 - $54.52 $13.4M - $14.7M
18.6M $1.01B
VO
Vanguard Mid Cap ETF

ETFs
-75.4K
- 0.9%
$279.83 - $293.74 $21.1M - $22.2M
8.33M $2.45B
VTI
Vanguard Total Stock Market Et

ETFs
-147K
- 2.31%
$303.93 - $329.86 $44.6M - $48.5M
6.2M $2.04B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-844K
- 1.03%
$24.46 - $26.5 $20.6M - $22.4M
80.7M $2.13B
VEA
Vanguard Ftse Developed Market

ETFs
-3.99M
- 3.02%
$56.02 - $60.3 $223M - $240M
128M $7.67B
VV
Vanguard Large Cap ETF

ETFs
-197K
- 1.56%
$285.05 - $309.14 $56.1M - $60.9M
12.4M $3.82B
Activity Summary
Buys All Purchases 2922 New Holdings 336 Increased Positions 2586 Sells All Sells 798 Reductions 798 Sold out 0 Options Calls 29 Puts 31
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