Creative Planning
EWG icon

Creative Planning’s iShares MSCI Germany ETF EWG Stock Holding History

Creative Planning’s Portfolio EWG Stock Details EWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$491K Sell
11,875
-225
-2% -$9.46K ﹤0.01% 3202
2026
Q1 		$480K Buy
+12,100
New +$513K ﹤0.01% 3060
2021
Q2 		– Sell
-11,466
Closed -$383K – 2233
2021
Q1 		$383K Buy
11,466
+759
+7% +$24.8K ﹤0.01% 1617
2020
Q4 		$340K Buy
10,707
+3,257
+44% +$97.8K ﹤0.01% 1543
2020
Q3 		$217K Buy
+7,450
New +$218K ﹤0.01% 1627
2017
Q3 		– Sell
-1,464
Closed -$44K – 2451
2017
Q2 		$44K Sell
1,464
-4,445
-75% -$134K ﹤0.01% 2609
2017
Q1 		$170K Sell
5,909
-945
-14% -$26.1K ﹤0.01% 1590
2016
Q4 		$182K Buy
6,854
+4,932
+257% +$127K ﹤0.01% 1458
2016
Q3 		$50K Sell
1,922
-23,833
-93% -$611K ﹤0.01% 2356
2016
Q2 		$619K Buy
25,755
+24,639
+2,208% +$629K ﹤0.01% 686
2016
Q1 		$29K Buy
1,116
+4
+0.4% +$97 ﹤0.01% 2483
2015
Q4 		$29K Sell
1,112
-21,604
-95% -$572K ﹤0.01% 2569
2015
Q3 		$562K Sell
22,716
-529
-2% -$14.4K 0.01% 693
2015
Q2 		$648K Sell
23,245
-337
-1% -$10K 0.01% 593
2015
Q1 		$704K Buy
23,582
+22,672
+2,491% +$652K 0.01% 594
2014
Q4 		$25K Sell
910
-21,150
-96% -$578K ﹤0.01% 2493
2014
Q3 		$611K Buy
22,060
+19,938
+940% +$586K 0.01% 576
2014
Q2 		$66K Buy
2,122
+122
+6% +$3.85K ﹤0.01% 1691
2014
Q1 		$63K Buy
2,000
+800
+67% +$24.7K ﹤0.01% 1659
2013
Q4 		$38K Sell
1,200
-748
-38% -$22.1K ﹤0.01% 1774
2013
Q3 		$54K Buy
+1,948
New +$51.5K ﹤0.01% 1462

Other funds holding EWG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Creative Planning's EWG Position: Q2 2026 in Review

Creative Planning reduced its iShares MSCI Germany ETF (EWG) stake by 1.9% in Q2 2026, selling an estimated $9.46K and leaving 11,875 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #3202.

Creative Planning first reported a position in EWG in Q3 2013 and has held it in 21 quarters since. The position peaked at $704K in Q1 2015. 186 funds tracked by Wall St. Rank hold EWG as of Q2 2026.

  • Creative Planning held 11,875 shares of iShares MSCI Germany ETF worth $491K as of Q2 2026.
  • Creative Planning sold 225 iShares MSCI Germany ETF shares in Q2 2026, an estimated $9.46K.
  • iShares MSCI Germany ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3202 holding.
  • Creative Planning first reported a position in iShares MSCI Germany ETF in Q3 2013 and has held it in 21 quarters since.
  • Creative Planning's iShares MSCI Germany ETF position peaked at $704K in Q1 2015.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.