Creative Planning’s Global X FTSE Southeast Asia ETF ASEA Stock Holding History

Creative Planning’s Portfolio ASEA Stock Details ASEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-13,294	Closed	-$192K	–	2090
2021 Q3	$192K	Hold	13,294	–	–	﹤0.01%	1871
2021 Q2	$191K	Buy	+13,294	New	+$197K	﹤0.01%	1804
2017 Q2	–	Sell	-35,564	Closed	-$503K	–	4603
2017 Q1	$503K	Buy	+35,564	New	+$485K	﹤0.01%	984
2014 Q2	–	Sell	-38,800	Closed	-$622K	–	3767
2014 Q1	$622K	Buy	+38,800	New	+$593K	0.01%	530

Other funds holding ASEA

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's ASEA Position: Q4 2021 in Review

Creative Planning sold out of Global X FTSE Southeast Asia ETF (ASEA) in Q4 2021, closing a stake of 13,294 shares — an estimated $192K sold.

Creative Planning first reported a position in ASEA in Q1 2014 and held it in 4 quarters. The position peaked at $622K in Q1 2014. 13 funds tracked by Wall St. Rank hold ASEA as of Q4 2021.

Creative Planning reported no remaining Global X FTSE Southeast Asia ETF position as of Q4 2021 after selling out during the quarter.
Creative Planning sold 13,294 Global X FTSE Southeast Asia ETF shares in Q4 2021, an estimated $192K.
Creative Planning first reported a position in Global X FTSE Southeast Asia ETF in Q1 2014 and held it in 4 quarters.
Creative Planning's Global X FTSE Southeast Asia ETF position peaked at $622K in Q1 2014.
13 funds tracked by Wall St. Rank held Global X FTSE Southeast Asia ETF as of Q4 2021.

Based on Creative Planning's 13F filing for Q4 2021, filed 11 Feb 2022.