Creative Planning
EPHE icon

Creative Planning’s iShares MSCI Philippines ETF EPHE Stock Holding History

Creative Planning’s Portfolio EPHE Stock Details EPHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6
Closed – – 2419
2017
Q2 		$0 Hold
6
– – ﹤0.01% 4663
2017
Q1 		$0 Hold
6
– – ﹤0.01% 4718
2016
Q4 		$0 Hold
6
– – ﹤0.01% 4669
2016
Q3 		$0 Hold
6
– – ﹤0.01% 4610
2016
Q2 		$0 Hold
6
– – ﹤0.01% 4384
2016
Q1 		$0 Hold
6
– – ﹤0.01% 4371
2015
Q4 		$0 Hold
6
– – ﹤0.01% 4444
2015
Q3 		$0 Buy
+6
New +$219 ﹤0.01% 4311
2015
Q2 		– Sell
-39
Closed -$2K – 1655
2015
Q1 		$2K Buy
39
+33
+550% +$1.35K ﹤0.01% 3862
2014
Q4 		$0 Hold
6
– – ﹤0.01% 4198
2014
Q3 		$0 Sell
6
-1,002
-99% -$38.1K ﹤0.01% 4032
2014
Q2 		$37K Buy
1,008
+798
+380% +$29K ﹤0.01% 2080
2014
Q1 		$7K Buy
+210
New +$6.82K ﹤0.01% 2914
2013
Q3 		– Sell
-1,301
Closed -$46K – 3247
2013
Q2 		$46K Buy
+1,301
New +$51.4K ﹤0.01% 1432

Other funds holding EPHE

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
AP
AHL Partners London, United Kingdom $6.41B AUM 23.14% 1-Year Est. Return

Creative Planning's EPHE Position: Q3 2017 in Review

Creative Planning sold out of iShares MSCI Philippines ETF (EPHE) in Q3 2017, closing a stake of 6 shares.

Creative Planning first reported a position in EPHE in Q2 2013 and held it in 14 quarters. The position peaked at $46K in Q2 2013. 55 funds tracked by Wall St. Rank hold EPHE as of Q3 2017.

  • Creative Planning reported no remaining iShares MSCI Philippines ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 6 iShares MSCI Philippines ETF shares in Q3 2017.
  • Creative Planning first reported a position in iShares MSCI Philippines ETF in Q2 2013 and held it in 14 quarters.
  • Creative Planning's iShares MSCI Philippines ETF position peaked at $46K in Q2 2013.
  • 55 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q3 2017.

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