Creative Planning’s iShares MSCI Belgium ETF EWK Stock Holding History

Creative Planning’s Portfolio EWK Stock Details EWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-54	Closed	-$1K	–	2453
2017 Q2	$1K	Hold	54	–	–	﹤0.01%	4432
2017 Q1	$1K	Sell	54 -650	-92%	-$11.8K	﹤0.01%	4429
2016 Q4	$12K	Buy	704 +54	+8%	+$955	﹤0.01%	3413
2016 Q3	$12K	Sell	650 -1,125	-63%	-$20.4K	﹤0.01%	3386
2016 Q2	$31K	Buy	1,775 +1,125	+173%	+$20.1K	﹤0.01%	2465
2016 Q1	$11K	Buy	650 +400	+160%	+$6.77K	﹤0.01%	3152
2015 Q4	$5K	Hold	250	–	–	﹤0.01%	3663
2015 Q3	$4K	Buy	+250	New	+$4.35K	﹤0.01%	3704
2014 Q2	–	Sell	-559	Closed	-$10K	–	3825
2014 Q1	$10K	Buy	+559	New	+$9.26K	﹤0.01%	2748

Other funds holding EWK

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

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

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

ANTB

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Creative Planning's EWK Position: Q3 2017 in Review

Creative Planning sold out of iShares MSCI Belgium ETF (EWK) in Q3 2017, closing a stake of 54 shares — an estimated $1K sold.

Creative Planning first reported a position in EWK in Q1 2014 and held it in 9 quarters. The position peaked at $31K in Q2 2016. 38 funds tracked by Wall St. Rank hold EWK as of Q3 2017.

Creative Planning reported no remaining iShares MSCI Belgium ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 54 iShares MSCI Belgium ETF shares in Q3 2017, an estimated $1K.
Creative Planning first reported a position in iShares MSCI Belgium ETF in Q1 2014 and held it in 9 quarters.
Creative Planning's iShares MSCI Belgium ETF position peaked at $31K in Q2 2016.
38 funds tracked by Wall St. Rank held iShares MSCI Belgium ETF as of Q3 2017.

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