Creative Planning’s iShares MSCI Indonesia ETF EIDO Stock Holding History

Creative Planning’s Portfolio EIDO Stock Details EIDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-35	Closed	-$1K	–	2388
2017 Q2	$1K	Sell	35 -45	-56%	-$1.2K	﹤0.01%	4426
2017 Q1	$2K	Buy	80 +45	+129%	+$1.12K	﹤0.01%	4273
2016 Q4	$1K	Buy	+35	New	+$869	﹤0.01%	4417
2016 Q3	–	Sell	-900	Closed	-$22K	–	4607
2016 Q2	$22K	Buy	+900	New	+$20.7K	﹤0.01%	2719
2015 Q4	–	Sell	-1,040	Closed	-$18K	–	4441
2015 Q3	$18K	Buy	+1,040	New	+$21.5K	﹤0.01%	2794
2015 Q2	–	Sell	-1,040	Closed	-$29K	–	1625
2015 Q1	$29K	Hold	1,040	–	–	﹤0.01%	2424
2014 Q4	$29K	Hold	1,040	–	–	﹤0.01%	2373
2014 Q3	$28K	Hold	1,040	–	–	﹤0.01%	2296
2014 Q2	$27K	Sell	1,040 -10,000	-91%	-$277K	﹤0.01%	2296
2014 Q1	$305K	Buy	11,040 +10,000	+962%	+$248K	﹤0.01%	813
2013 Q4	$24K	Hold	1,040	–	–	﹤0.01%	2069
2013 Q3	$25K	Hold	1,040	–	–	﹤0.01%	1962
2013 Q2	$32K	Buy	+1,040	New	+$35.1K	﹤0.01%	1640

Other funds holding EIDO

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Creative Planning's EIDO Position: Q3 2017 in Review

Creative Planning sold out of iShares MSCI Indonesia ETF (EIDO) in Q3 2017, closing a stake of 35 shares — an estimated $1K sold.

Creative Planning first reported a position in EIDO in Q2 2013 and held it in 13 quarters. The position peaked at $305K in Q1 2014. 83 funds tracked by Wall St. Rank hold EIDO as of Q3 2017.

Creative Planning reported no remaining iShares MSCI Indonesia ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 35 iShares MSCI Indonesia ETF shares in Q3 2017, an estimated $1K.
Creative Planning first reported a position in iShares MSCI Indonesia ETF in Q2 2013 and held it in 13 quarters.
Creative Planning's iShares MSCI Indonesia ETF position peaked at $305K in Q1 2014.
83 funds tracked by Wall St. Rank held iShares MSCI Indonesia ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.