Creative Planning
EWM icon

Creative Planning’s iShares MSCI Malaysia ETF EWM Stock Holding History

Creative Planning’s Portfolio EWM Stock Details EWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,214
Closed -$70K – 2454
2017
Q2 		$70K Buy
2,214
+138
+7% +$4.39K ﹤0.01% 2249
2017
Q1 		$63K Buy
2,076
+593
+40% +$17.6K ﹤0.01% 2296
2016
Q4 		$42K Hold
1,483
– – ﹤0.01% 2527
2016
Q3 		$48K Buy
+1,483
New +$48.9K ﹤0.01% 2394
2016
Q2 		– Hold
0
– – – 4388
2016
Q1 		– Sell
-471
Closed -$14.9K – 4380
2015
Q4 		$15K Sell
471
-336
-42% -$13.7K ﹤0.01% 3034
2015
Q3 		$32K Buy
+807
New +$35.2K ﹤0.01% 2368
2015
Q2 		– Sell
-1,586
Closed -$84K – 1687
2015
Q1 		$84K Sell
1,586
-15
-0.9% -$794 ﹤0.01% 1667
2014
Q4 		$86K Buy
1,601
+212
+15% +$12.3K ﹤0.01% 1624
2014
Q3 		$86K Buy
1,389
+87
+7% +$5.55K ﹤0.01% 1576
2014
Q2 		$83K Sell
1,302
-5,237
-80% -$334K ﹤0.01% 1557
2014
Q1 		$409K Buy
6,539
+5,784
+766% +$350K 0.01% 706
2013
Q4 		$48K Sell
755
-230
-23% -$14.5K ﹤0.01% 1628
2013
Q3 		$59K Hold
985
– – ﹤0.01% 1412
2013
Q2 		$61K Buy
+985
New +$62.5K ﹤0.01% 1269

Other funds holding EWM

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return

Creative Planning's EWM Position: Q3 2017 in Review

Creative Planning sold out of iShares MSCI Malaysia ETF (EWM) in Q3 2017, closing a stake of 2,214 shares — an estimated $70K sold.

Creative Planning first reported a position in EWM in Q2 2013 and held it in 14 quarters. The position peaked at $409K in Q1 2014. 76 funds tracked by Wall St. Rank hold EWM as of Q3 2017.

  • Creative Planning reported no remaining iShares MSCI Malaysia ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,214 iShares MSCI Malaysia ETF shares in Q3 2017, an estimated $70K.
  • Creative Planning first reported a position in iShares MSCI Malaysia ETF in Q2 2013 and held it in 14 quarters.
  • Creative Planning's iShares MSCI Malaysia ETF position peaked at $409K in Q1 2014.
  • 76 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q3 2017.

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