Creative Planning
EWO icon

Creative Planning’s iShares MSCI Austria ETF EWO Stock Holding History

Creative Planning’s Portfolio EWO Stock Details EWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,640
Closed -$120K – 2457
2017
Q2 		$120K Hold
5,640
– – ﹤0.01% 1856
2017
Q1 		$102K Buy
5,640
+5,621
+29,584% +$99.3K ﹤0.01% 1944
2016
Q4 		$0 Buy
+19
New +$311 ﹤0.01% 4673
2014
Q4 		– Sell
-12,000
Closed -$193K – 4206
2014
Q3 		$193K Buy
+12,000
New +$214K ﹤0.01% 1073
2014
Q1 		– Sell
-774
Closed -$15K – 3668
2013
Q4 		$15K Hold
774
– – ﹤0.01% 2350
2013
Q3 		$15K Buy
+774
New +$13.9K ﹤0.01% 2243

Other funds holding EWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return

Creative Planning's EWO Position: Q3 2017 in Review

Creative Planning sold out of iShares MSCI Austria ETF (EWO) in Q3 2017, closing a stake of 5,640 shares — an estimated $120K sold.

Creative Planning first reported a position in EWO in Q3 2013 and held it in 6 quarters. The position peaked at $193K in Q3 2014. 64 funds tracked by Wall St. Rank hold EWO as of Q3 2017.

  • Creative Planning reported no remaining iShares MSCI Austria ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 5,640 iShares MSCI Austria ETF shares in Q3 2017, an estimated $120K.
  • Creative Planning first reported a position in iShares MSCI Austria ETF in Q3 2013 and held it in 6 quarters.
  • Creative Planning's iShares MSCI Austria ETF position peaked at $193K in Q3 2014.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Austria ETF as of Q3 2017.

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