Creative Planning

Position in AAXJ — iShares MSCI All Country Asia ex Japan ETF

CIK 1540235 OVERLAND PARK, KS

Position in AAXJ

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$509,061

+$101,562 QoQ

Shares Held

4,266

+0.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#68

of 96 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$509,061	4,266	+0.8%	Shares	Sole	2026-08-13
2026-03-31	$407,499	4,232	-5.8%	Shares	Sole	2026-05-12
2025-12-31	$418,295	4,492	+38.3%	Shares	Sole	2026-02-17
2025-09-30	$296,282	3,248	-16.7%	Shares	Sole	2025-11-14
2025-06-30	$322,052	3,898	-8.2%	Shares	Sole	2025-08-08
2025-03-31	$314,056	4,244	0.0%	Shares	Sole	2025-05-15
2024-12-31	$306,331	4,244	+6.7%	Shares	Sole	2025-02-14
2024-09-30	$311,995	3,977	-33.2%	Shares	Sole	2024-10-11
2024-06-30	$428,568	5,954	+31.8%	Shares	Sole	2024-08-15
2024-03-31	$305,959	4,516	+20.4%	Shares	Sole	2024-05-13
2023-12-31	$249,704	3,751	-17.5%	Shares	Sole	2024-02-14
2023-09-30	$288,798	4,548	-2.8%	Shares	Sole	2023-11-16
2023-06-30	$310,806	4,678	+0.8%	Shares	Sole	2023-07-21
2023-03-31	$314,984	4,641	-2.6%	Shares	Sole	2023-05-15
2022-12-31	$308,724	4,765	+2.1%	Shares	Sole	2023-02-10
2022-09-30	$273,042	4,665	0.0%	Shares	Sole	2022-11-03
2022-06-30	$322,818	4,665	-0.4%	Shares	Sole	2022-08-15
2022-03-31	$351,590	4,686	+0.1%	Shares	Sole	2022-05-16
2021-12-31	$387,118	4,681	0.0%	Shares	Sole	2022-02-11
2021-09-30	$397,557	4,681	+20.9%	Shares	Sole	2021-11-10
2021-06-30	$365,809	3,871	-5.8%	Shares	Sole	2021-08-04
2021-03-31	$380,925	4,111	+13.1%	Shares	Sole	2021-04-30
2020-12-31	$325,821	3,636	+38.8%	Shares	Sole	2021-01-29
2020-09-30	$202,185	2,620	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.