Creative Planning
EWP icon

Creative Planning’s iShares MSCI Spain ETF EWP Stock Holding History

Creative Planning’s Portfolio EWP Stock Details EWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-9,000
Closed -$304K – 1935
2017
Q3 		$304K Buy
+9,000
New +$303K ﹤0.01% 1326
2017
Q2 		– Sell
-24,000
Closed -$730K – 4667
2017
Q1 		$730K Buy
24,000
+23,512
+4,818% +$659K ﹤0.01% 793
2016
Q4 		$13K Buy
+488
New +$12.9K ﹤0.01% 3359
2016
Q3 		– Sell
-27,000
Closed -$674K – 4616
2016
Q2 		$674K Buy
27,000
+26,436
+4,687% +$720K ﹤0.01% 651
2016
Q1 		$15K Hold
564
– – ﹤0.01% 2955
2015
Q4 		$16K Sell
564
-1,000
-64% -$30.7K ﹤0.01% 2976
2015
Q3 		$46K Sell
1,564
-11,000
-88% -$359K ﹤0.01% 2097
2015
Q2 		$422K Buy
12,564
+12,393
+7,247% +$439K ﹤0.01% 712
2015
Q1 		$6K Sell
171
-500
-75% -$16.9K ﹤0.01% 3457
2014
Q4 		$23K Sell
671
-18,000
-96% -$667K ﹤0.01% 2548
2014
Q3 		$726K Buy
18,671
+17,727
+1,878% +$721K 0.01% 519
2014
Q2 		$40K Buy
944
+50
+6% +$2.11K ﹤0.01% 2020
2014
Q1 		$36K Buy
894
+250
+39% +$9.83K ﹤0.01% 2005
2013
Q4 		$25K Buy
644
+80
+14% +$2.96K ﹤0.01% 2049
2013
Q3 		$20K Buy
+564
New +$17.8K ﹤0.01% 2097

Other funds holding EWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return

Creative Planning's EWP Position: Q4 2017 in Review

Creative Planning sold out of iShares MSCI Spain ETF (EWP) in Q4 2017, closing a stake of 9,000 shares — an estimated $304K sold.

Creative Planning first reported a position in EWP in Q3 2013 and held it in 15 quarters. The position peaked at $730K in Q1 2017. 105 funds tracked by Wall St. Rank hold EWP as of Q4 2017.

  • Creative Planning reported no remaining iShares MSCI Spain ETF position as of Q4 2017 after selling out during the quarter.
  • Creative Planning sold 9,000 iShares MSCI Spain ETF shares in Q4 2017, an estimated $304K.
  • Creative Planning first reported a position in iShares MSCI Spain ETF in Q3 2013 and held it in 15 quarters.
  • Creative Planning's iShares MSCI Spain ETF position peaked at $730K in Q1 2017.
  • 105 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q4 2017.

Based on Creative Planning's 13F filing for Q4 2017, filed 17 Jan 2018.