Creative Planning’s Global X MSCI Next Emerging & Frontier ETF EMFM Stock Holding History

Creative Planning’s Portfolio EMFM Stock Details EMFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-293	Closed	-$6K	–	4893
2016 Q3	$6K	Buy	+293	New	+$6.1K	﹤0.01%	3835
2015 Q4	–	Sell	-176	Closed	-$3K	–	4623
2015 Q3	$3K	Buy	+176	New	+$3.49K	﹤0.01%	3856
2015 Q2	–	Sell	-501	Closed	-$11K	–	3165
2015 Q1	$11K	Buy	+501	New	+$11.5K	﹤0.01%	3155

Other funds holding EMFM

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

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

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

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

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Creative Planning's EMFM Position: Q4 2016 in Review

Creative Planning sold out of Global X MSCI Next Emerging & Frontier ETF (EMFM) in Q4 2016, closing a stake of 293 shares — an estimated $6K sold.

Creative Planning first reported a position in EMFM in Q1 2015 and held it in 3 quarters. The position peaked at $11K in Q1 2015. 13 funds tracked by Wall St. Rank hold EMFM as of Q4 2016.

Creative Planning reported no remaining Global X MSCI Next Emerging & Frontier ETF position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 293 Global X MSCI Next Emerging & Frontier ETF shares in Q4 2016, an estimated $6K.
Creative Planning first reported a position in Global X MSCI Next Emerging & Frontier ETF in Q1 2015 and held it in 3 quarters.
Creative Planning's Global X MSCI Next Emerging & Frontier ETF position peaked at $11K in Q1 2015.
13 funds tracked by Wall St. Rank held Global X MSCI Next Emerging & Frontier ETF as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.