Creative Planning
AXHE

Creative Planning’s ISHARES TR MSCI ACWI EX US HEALTHCARE ETF AXHE Stock Holding History

Creative Planning’s Portfolio AXHE Stock Details AXHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,000
Closed -$84K – 4163
2014
Q1 		$84K Hold
1,000
– – ﹤0.01% 1513
2013
Q4 		$83K Hold
1,000
– – ﹤0.01% 1313
2013
Q3 		$75K Buy
+1,000
New +$74.7K ﹤0.01% 1296

Creative Planning's AXHE Position: Q2 2014 in Review

Creative Planning sold out of ISHARES TR MSCI ACWI EX US HEALTHCARE ETF (AXHE) in Q2 2014, closing a stake of 1,000 shares — an estimated $84K sold.

Creative Planning first reported a position in AXHE in Q3 2013 and held it in 3 quarters. The position peaked at $84K in Q1 2014. 0 funds tracked by Wall St. Rank hold AXHE as of Q2 2014.

  • Creative Planning reported no remaining ISHARES TR MSCI ACWI EX US HEALTHCARE ETF position as of Q2 2014 after selling out during the quarter.
  • Creative Planning sold 1,000 ISHARES TR MSCI ACWI EX US HEALTHCARE ETF shares in Q2 2014, an estimated $84K.
  • Creative Planning first reported a position in ISHARES TR MSCI ACWI EX US HEALTHCARE ETF in Q3 2013 and held it in 3 quarters.
  • Creative Planning's ISHARES TR MSCI ACWI EX US HEALTHCARE ETF position peaked at $84K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES TR MSCI ACWI EX US HEALTHCARE ETF as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.