Creative Planning’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

Creative Planning’s Portfolio EWZS Stock Details EWZS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-30,000	Closed	-$380K	–	2387
2020 Q3	$380K	Hold	30,000	–	–	﹤0.01%	1273
2020 Q2	$379K	Hold	30,000	–	–	﹤0.01%	1179
2020 Q1	$288K	Buy	+30,000	New	+$537K	﹤0.01%	1195
2017 Q2	–	Sell	-19,000	Closed	-$259K	–	4669
2017 Q1	$259K	Buy	+19,000	New	+$253K	﹤0.01%	1347

Other funds holding EWZS

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

Creative Planning's EWZS Position: Q4 2020 in Review

Creative Planning sold out of iShares MSCI Brazil Small-Cap ETF (EWZS) in Q4 2020, closing a stake of 30,000 shares — an estimated $380K sold.

Creative Planning first reported a position in EWZS in Q1 2017 and held it in 4 quarters. The position peaked at $380K in Q3 2020. 27 funds tracked by Wall St. Rank hold EWZS as of Q4 2020.

Creative Planning reported no remaining iShares MSCI Brazil Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
Creative Planning sold 30,000 iShares MSCI Brazil Small-Cap ETF shares in Q4 2020, an estimated $380K.
Creative Planning first reported a position in iShares MSCI Brazil Small-Cap ETF in Q1 2017 and held it in 4 quarters.
Creative Planning's iShares MSCI Brazil Small-Cap ETF position peaked at $380K in Q3 2020.
27 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q4 2020.

Based on Creative Planning's 13F filing for Q4 2020, filed 29 Jan 2021.