Creative Planning
EWS icon

Creative Planning’s iShares MSCI Singapore ETF EWS Stock Holding History

Creative Planning’s Portfolio EWS Stock Details EWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,868
Closed -$68K – 2458
2017
Q2 		$68K Buy
2,868
+682
+31% +$15.9K ﹤0.01% 2276
2017
Q1 		$50K Sell
2,186
-822
-27% -$18K ﹤0.01% 2475
2016
Q4 		$60K Sell
3,008
-619
-17% -$12.9K ﹤0.01% 2238
2016
Q3 		$79K Sell
3,627
-344
-9% -$7.48K ﹤0.01% 2003
2016
Q2 		$86K Hold
3,971
– – ﹤0.01% 1772
2016
Q1 		$86K Sell
3,971
-969
-20% -$19.1K ﹤0.01% 1721
2015
Q4 		$102K Buy
4,940
+881
+22% +$19K ﹤0.01% 1618
2015
Q3 		$83K Buy
+4,059
New +$92.3K ﹤0.01% 1699
2015
Q2 		– Sell
-4,900
Closed -$125K – 1690
2015
Q1 		$125K Buy
4,900
+38
+0.8% +$971 ﹤0.01% 1450
2014
Q4 		$127K Sell
4,862
-3,750
-44% -$98.8K ﹤0.01% 1413
2014
Q3 		$230K Buy
8,612
+850
+11% +$23.5K ﹤0.01% 987
2014
Q2 		$210K Sell
7,762
-27,851
-78% -$758K ﹤0.01% 1003
2014
Q1 		$930K Buy
35,613
+26,601
+295% +$670K 0.01% 392
2013
Q4 		$237K Buy
9,012
+3,696
+70% +$99.4K ﹤0.01% 788
2013
Q3 		$142K Buy
5,316
+1,454
+38% +$38.1K ﹤0.01% 915
2013
Q2 		$99K Buy
+3,862
New +$107K ﹤0.01% 996

Other funds holding EWS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Creative Planning's EWS Position: Q3 2017 in Review

Creative Planning sold out of iShares MSCI Singapore ETF (EWS) in Q3 2017, closing a stake of 2,868 shares — an estimated $68K sold.

Creative Planning first reported a position in EWS in Q2 2013 and held it in 16 quarters. The position peaked at $930K in Q1 2014. 110 funds tracked by Wall St. Rank hold EWS as of Q3 2017.

  • Creative Planning reported no remaining iShares MSCI Singapore ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,868 iShares MSCI Singapore ETF shares in Q3 2017, an estimated $68K.
  • Creative Planning first reported a position in iShares MSCI Singapore ETF in Q2 2013 and held it in 16 quarters.
  • Creative Planning's iShares MSCI Singapore ETF position peaked at $930K in Q1 2014.
  • 110 funds tracked by Wall St. Rank held iShares MSCI Singapore ETF as of Q3 2017.

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