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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MSCI holding history

MSCI Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSCI overviewAll 13F holders of MSCIFull Q2 2026 holdings

Shares (Q2 2026)
22,182
Value
$12.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MSCI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,182$12.4M<0.1%+1,025+4.8%AddedHolders
Q1 202621,157$11.4M<0.1%+4,050+23.7%AddedHolders
Q4 202517,107$9.81M<0.1%+1,431+9.1%AddedHolders
Q3 202515,676$8.89M<0.1%+2,633+20.2%AddedHolders
Q2 202513,043$7.52M<0.1%+144+1.1%AddedHolders
Q1 202512,899$7.29M<0.1%+835+6.9%AddedHolders
Q4 202412,064$7.24M<0.1%+974+8.8%AddedHolders
Q3 202411,090$6.46M<0.1%+1,499+15.6%AddedHolders
Q2 20249,591$4.62M<0.1%+2,311+31.7%AddedHolders
Q1 20247,280$4.08M<0.1%+471+6.9%AddedHolders
Q4 20236,809$3.85M<0.1%+355+5.5%AddedHolders
Q3 20236,454$3.31M<0.1%+317+5.2%AddedHolders
Q2 20236,137$2.88M<0.1%−240−3.8%ReducedHolders
Q1 20236,377$3.57M<0.1%+1,073+20.2%AddedHolders
Q4 20225,304$2.47M<0.1%+1,283+31.9%AddedHolders
Q3 20224,021$1.70M<0.1%+97+2.5%AddedHolders
Q2 20223,924$1.62M<0.1%+1,039+36.0%AddedHolders
Q1 20222,885$1.45M<0.1%+280+10.7%AddedHolders
Q4 20212,605$1.60M<0.1%+315+13.8%AddedHolders
Q3 20212,290$1.39M<0.1%+204+9.8%AddedHolders
Q2 20212,086$1.11M<0.1%−58−2.7%ReducedHolders
Q1 20212,144$899.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.