Creative Planning
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Creative Planning’s iShares MSCI United Kingdom Small-Cap ETF EWUS Stock Holding History

Creative Planning’s Portfolio EWUS Stock Details EWUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-65,000
Closed -$2.21M – 4617
2016
Q2 		$2.21M Buy
+65,000
New +$2.45M 0.02% 314

Other funds holding EWUS

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 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
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

Creative Planning's EWUS Position: Q3 2016 in Review

Creative Planning sold out of iShares MSCI United Kingdom Small-Cap ETF (EWUS) in Q3 2016, closing a stake of 65,000 shares — an estimated $2.21M sold.

Creative Planning first reported a position in EWUS in Q2 2016 and held it in 1 quarter. The position peaked at $2.21M in Q2 2016. 18 funds tracked by Wall St. Rank hold EWUS as of Q3 2016.

  • Creative Planning reported no remaining iShares MSCI United Kingdom Small-Cap ETF position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 65,000 iShares MSCI United Kingdom Small-Cap ETF shares in Q3 2016, an estimated $2.21M.
  • Creative Planning first reported a position in iShares MSCI United Kingdom Small-Cap ETF in Q2 2016 and held it in 1 quarter.
  • Creative Planning's iShares MSCI United Kingdom Small-Cap ETF position peaked at $2.21M in Q2 2016.
  • 18 funds tracked by Wall St. Rank held iShares MSCI United Kingdom Small-Cap ETF as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.