Creative Planning
EWN icon

Creative Planning’s iShares MSCI Netherlands ETF EWN Stock Holding History

Creative Planning’s Portfolio EWN Stock Details EWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-375
Closed -$14.3K – 2863
2023
Q3 		$14.3K Buy
+375
New +$15.7K ﹤0.01% 2617
2022
Q2 		– Sell
-375
Closed -$16K – 2370
2022
Q1 		$16K Buy
+375
New +$16.7K ﹤0.01% 2157
2017
Q3 		– Sell
-566
Closed -$16K – 2456
2017
Q2 		$16K Hold
566
– – ﹤0.01% 3318
2017
Q1 		$15K Hold
566
– – ﹤0.01% 3325
2016
Q4 		$14K Buy
566
+66
+13% +$1.59K ﹤0.01% 3309
2016
Q3 		$13K Sell
500
-844
-63% -$20.4K ﹤0.01% 3321
2016
Q2 		$31K Buy
1,344
+844
+169% +$20.5K ﹤0.01% 2466
2016
Q1 		$12K Hold
500
– – ﹤0.01% 3104
2015
Q4 		$12K Hold
500
– – ﹤0.01% 3178
2015
Q3 		$12K Buy
+500
New +$12.6K ﹤0.01% 3071
2015
Q2 		– Sell
-500
Closed -$13K – 1689
2015
Q1 		$13K Hold
500
– – ﹤0.01% 3017
2014
Q4 		$12K Hold
500
– – ﹤0.01% 3005
2014
Q3 		$12K Sell
500
-14
-3% -$343 ﹤0.01% 2833
2014
Q2 		$13K Buy
514
+14
+3% +$361 ﹤0.01% 2730
2014
Q1 		$13K Sell
500
-30
-6% -$762 ﹤0.01% 2619
2013
Q4 		$14K Sell
530
-270
-34% -$6.69K ﹤0.01% 2386
2013
Q3 		$19K Buy
800
+300
+60% +$6.91K ﹤0.01% 2127
2013
Q2 		$10K Buy
+500
New +$10.7K ﹤0.01% 2272

Other funds holding EWN

OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Creative Planning's EWN Position: Q4 2023 in Review

Creative Planning sold out of iShares MSCI Netherlands ETF (EWN) in Q4 2023, closing a stake of 375 shares — an estimated $14.3K sold.

Creative Planning first reported a position in EWN in Q2 2013 and held it in 18 quarters. The position peaked at $31K in Q2 2016. 63 funds tracked by Wall St. Rank hold EWN as of Q4 2023.

  • Creative Planning reported no remaining iShares MSCI Netherlands ETF position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 375 iShares MSCI Netherlands ETF shares in Q4 2023, an estimated $14.3K.
  • Creative Planning first reported a position in iShares MSCI Netherlands ETF in Q2 2013 and held it in 18 quarters.
  • Creative Planning's iShares MSCI Netherlands ETF position peaked at $31K in Q2 2016.
  • 63 funds tracked by Wall St. Rank held iShares MSCI Netherlands ETF as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.