Creative Planning’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Creative Planning’s Portfolio ENZL Stock Details ENZL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-507	Closed	-$23K	–	2412
2017 Q2	$23K	Hold	507	–	–	﹤0.01%	3085
2017 Q1	$21K	Buy	507 +500	+7,143%	+$21.1K	﹤0.01%	3095
2016 Q4	$0	Buy	+7	New	+$297	﹤0.01%	4668
2015 Q2	–	Sell	-623	Closed	-$25K	–	1649
2015 Q1	$25K	Hold	623	–	–	﹤0.01%	2547
2014 Q4	$25K	Hold	623	–	–	﹤0.01%	2492
2014 Q3	$24K	Hold	623	–	–	﹤0.01%	2411
2014 Q2	$26K	Sell	623 -408	-40%	-$17.4K	﹤0.01%	2326
2014 Q1	$44K	Buy	1,031 +408	+65%	+$16.2K	﹤0.01%	1880
2013 Q4	$23K	Hold	623	–	–	﹤0.01%	2100
2013 Q3	$24K	Hold	623	–	–	﹤0.01%	1989
2013 Q2	$21K	Buy	+623	New	+$23K	﹤0.01%	1894

Other funds holding ENZL

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

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BIA

Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return

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

Creative Planning's ENZL Position: Q3 2017 in Review

Creative Planning sold out of iShares MSCI New Zealand ETF (ENZL) in Q3 2017, closing a stake of 507 shares — an estimated $23K sold.

Creative Planning first reported a position in ENZL in Q2 2013 and held it in 11 quarters. The position peaked at $44K in Q1 2014. 57 funds tracked by Wall St. Rank hold ENZL as of Q3 2017.

Creative Planning reported no remaining iShares MSCI New Zealand ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 507 iShares MSCI New Zealand ETF shares in Q3 2017, an estimated $23K.
Creative Planning first reported a position in iShares MSCI New Zealand ETF in Q2 2013 and held it in 11 quarters.
Creative Planning's iShares MSCI New Zealand ETF position peaked at $44K in Q1 2014.
57 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q3 2017.

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