Creative Planning
EWD icon

Creative Planning’s iShares MSCI Sweden ETF EWD Stock Holding History

Creative Planning’s Portfolio EWD Stock Details EWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-18
Closed -$1K – 2450
2017
Q2 		$1K Sell
18
-33
-65% -$1.1K ﹤0.01% 4431
2017
Q1 		$2K Sell
51
-163
-76% -$4.97K ﹤0.01% 4275
2016
Q4 		$6K Buy
214
+182
+569% +$5.11K ﹤0.01% 3841
2016
Q3 		$1K Sell
32
-78
-71% -$2.21K ﹤0.01% 4369
2016
Q2 		$3K Buy
110
+101
+1,122% +$2.95K ﹤0.01% 3870
2016
Q1 		$0 Sell
9
-231
-96% -$6.42K ﹤0.01% 4379
2015
Q4 		$7K Buy
240
+236
+5,900% +$7.05K ﹤0.01% 3499
2015
Q3 		$0 Buy
+4
New +$124 ﹤0.01% 4312
2015
Q2 		– Sell
-104
Closed -$3K – 1685
2015
Q1 		$3K Sell
104
-406
-80% -$13.3K ﹤0.01% 3732
2014
Q4 		$16K Sell
510
-19
-4% -$614 ﹤0.01% 2812
2014
Q3 		$18K Sell
529
-127
-19% -$4.33K ﹤0.01% 2601
2014
Q2 		$23K Sell
656
-441
-40% -$16.1K ﹤0.01% 2400
2014
Q1 		$40K Buy
1,097
+441
+67% +$15.7K ﹤0.01% 1942
2013
Q4 		$24K Buy
656
+4
+0.6% +$137 ﹤0.01% 2070
2013
Q3 		$22K Hold
652
– – ﹤0.01% 2031
2013
Q2 		$19K Buy
+652
New +$21.2K ﹤0.01% 1951

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's EWD Position: Q3 2017 in Review

Creative Planning sold out of iShares MSCI Sweden ETF (EWD) in Q3 2017, closing a stake of 18 shares — an estimated $1K sold.

Creative Planning first reported a position in EWD in Q2 2013 and held it in 16 quarters. The position peaked at $40K in Q1 2014. 64 funds tracked by Wall St. Rank hold EWD as of Q3 2017.

  • Creative Planning reported no remaining iShares MSCI Sweden ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 18 iShares MSCI Sweden ETF shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in iShares MSCI Sweden ETF in Q2 2013 and held it in 16 quarters.
  • Creative Planning's iShares MSCI Sweden ETF position peaked at $40K in Q1 2014.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q3 2017.

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