Creative Planning’s iShares MSCI Ireland ETF EIRL Stock Holding History

Creative Planning’s Portfolio EIRL Stock Details EIRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,974	Closed	-$129K	–	2390
2017 Q2	$129K	Buy	2,974 +2,200	+284%	+$93.9K	﹤0.01%	1796
2017 Q1	$31K	Hold	774	–	–	﹤0.01%	2811
2016 Q4	$29K	Buy	774 +18	+2%	+$665	﹤0.01%	2816
2016 Q3	$29K	Hold	756	–	–	﹤0.01%	2765
2016 Q2	$27K	Hold	756	–	–	﹤0.01%	2574
2016 Q1	$30K	Buy	756 +196	+35%	+$7.54K	﹤0.01%	2453
2015 Q4	$23K	Hold	560	–	–	﹤0.01%	2738
2015 Q3	$22K	Buy	+560	New	+$22.4K	﹤0.01%	2649
2015 Q2	–	Sell	-560	Closed	-$21K	–	1627
2015 Q1	$21K	Hold	560	–	–	﹤0.01%	2676
2014 Q4	$19K	Hold	560	–	–	﹤0.01%	2685
2014 Q3	$19K	Hold	560	–	–	﹤0.01%	2575
2014 Q2	$20K	Hold	560	–	–	﹤0.01%	2478
2014 Q1	$22K	Hold	560	–	–	﹤0.01%	2303
2013 Q4	$20K	Hold	560	–	–	﹤0.01%	2180
2013 Q3	$19K	Hold	560	–	–	﹤0.01%	2126
2013 Q2	$16K	Buy	+560	New	+$16.1K	﹤0.01%	2049

Other funds holding EIRL

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

ZIM

Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Creative Planning's EIRL Position: Q3 2017 in Review

Creative Planning sold out of iShares MSCI Ireland ETF (EIRL) in Q3 2017, closing a stake of 2,974 shares — an estimated $129K sold.

Creative Planning first reported a position in EIRL in Q2 2013 and held it in 16 quarters. The position peaked at $129K in Q2 2017. 42 funds tracked by Wall St. Rank hold EIRL as of Q3 2017.

Creative Planning reported no remaining iShares MSCI Ireland ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 2,974 iShares MSCI Ireland ETF shares in Q3 2017, an estimated $129K.
Creative Planning first reported a position in iShares MSCI Ireland ETF in Q2 2013 and held it in 16 quarters.
Creative Planning's iShares MSCI Ireland ETF position peaked at $129K in Q2 2017.
42 funds tracked by Wall St. Rank held iShares MSCI Ireland ETF as of Q3 2017.

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