Creative Planning’s iShares MSCI France ETF EWQ Stock Holding History

Creative Planning’s Portfolio EWQ Stock Details EWQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-16,812	Closed	-$520K	–	1936
2017 Q3	$520K	Buy	16,812 +16,000	+1,970%	+$476K	﹤0.01%	1043
2017 Q2	$23K	Sell	812 -44	-5%	-$1.25K	﹤0.01%	3087
2017 Q1	$23K	Sell	856 -748	-47%	-$19K	﹤0.01%	3034
2016 Q4	$40K	Buy	1,604 +1,104	+221%	+$26.4K	﹤0.01%	2565
2016 Q3	$12K	Sell	500 -23,500	-98%	-$557K	﹤0.01%	3387
2016 Q2	$549K	Buy	+24,000	New	+$580K	﹤0.01%	730
2014 Q4	–	Sell	-32,000	Closed	-$850K	–	4207
2014 Q3	$850K	Buy	32,000 +31,989	+290,809%	+$883K	0.01%	457
2014 Q2	$0	Sell	11 -164	-94%	-$4.89K	﹤0.01%	3826
2014 Q1	$5K	Buy	+175	New	+$4.95K	﹤0.01%	3074

Other funds holding EWQ

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

Creative Planning's EWQ Position: Q4 2017 in Review

Creative Planning sold out of iShares MSCI France ETF (EWQ) in Q4 2017, closing a stake of 16,812 shares — an estimated $520K sold.

Creative Planning first reported a position in EWQ in Q1 2014 and held it in 9 quarters. The position peaked at $850K in Q3 2014. 100 funds tracked by Wall St. Rank hold EWQ as of Q4 2017.

Creative Planning reported no remaining iShares MSCI France ETF position as of Q4 2017 after selling out during the quarter.
Creative Planning sold 16,812 iShares MSCI France ETF shares in Q4 2017, an estimated $520K.
Creative Planning first reported a position in iShares MSCI France ETF in Q1 2014 and held it in 9 quarters.
Creative Planning's iShares MSCI France ETF position peaked at $850K in Q3 2014.
100 funds tracked by Wall St. Rank held iShares MSCI France ETF as of Q4 2017.

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