ISHARES TR

Ticker: SDG CUSIP: 46435G532 Class: MSCI GBL SUS DEV

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,758 Value ($000) $569 Avg Close Range
Q3 2025
Shares 5,830 Value ($000) $485 Avg Close Range
Q2 2025
Shares 5,866 Value ($000) $445 Avg Close Range
Q1 2025
Shares 5,131 Value ($000) $371 Avg Close Range
Q4 2024
Shares 5,036 Value ($000) $360 Avg Close Range
Q3 2024
Shares 5,036 Value ($000) $427 Avg Close Range
Q2 2024
Shares 5,519 Value ($000) $414 Avg Close Range
Q1 2024
Shares 4,335 Value ($000) $341 Avg Close Range
Q4 2023
Shares 7,034 Value ($000) $570 Avg Close Range
Q3 2023
Shares 7,676 Value ($000) $572 Avg Close Range
Q2 2023
Shares 6,026 Value ($000) $476 Avg Close Range
Q1 2023
Shares 5,996 Value ($000) $475 Avg Close Range
Q4 2022
Shares 5,971 Value ($000) $471 Avg Close Range
Q3 2022
Shares 6,281 Value ($000) $445 Avg Close Range
Q4 2021
Shares 7,075 Value ($000) $642 Avg Close Range
Q3 2021
Shares 6,761 Value ($000) $649 Avg Close Range
Q2 2021
Shares 6,761 Value ($000) $672 Avg Close Range
Q1 2021
Shares 4,384 Value ($000) $416 Avg Close Range
Q4 2020
Shares 3,343 Value ($000) $312 Avg Close Range