Creative Planning’s iShares MSCI South Africa ETF EZA Stock Holding History

Creative Planning’s Portfolio EZA Stock Details EZA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-799	Closed	-$45K	–	2467
2017 Q2	$45K	Buy	799 +3	+0.4%	+$175	﹤0.01%	2594
2017 Q1	$44K	Buy	796 +450	+130%	+$25.3K	﹤0.01%	2572
2016 Q4	$18K	Hold	346	–	–	﹤0.01%	3138
2016 Q3	$19K	Buy	+346	New	+$19.4K	﹤0.01%	3086
2015 Q1	–	Sell	-10	Closed	-$1K	–	4269
2014 Q4	$1K	Sell	10 -58	-85%	-$3.82K	﹤0.01%	3965
2014 Q3	$4K	Buy	68 +48	+240%	+$3.34K	﹤0.01%	3386
2014 Q2	$1K	Buy	+20	New	+$1.36K	﹤0.01%	3628
2013 Q4	–	Sell	-200	Closed	-$13K	–	3356
2013 Q3	$13K	Hold	200	–	–	﹤0.01%	2313
2013 Q2	$12K	Buy	+200	New	+$12.2K	﹤0.01%	2176

Other funds holding EZA

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return

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

Creative Planning's EZA Position: Q3 2017 in Review

Creative Planning sold out of iShares MSCI South Africa ETF (EZA) in Q3 2017, closing a stake of 799 shares — an estimated $45K sold.

Creative Planning first reported a position in EZA in Q2 2013 and held it in 9 quarters. The position peaked at $45K in Q2 2017. 75 funds tracked by Wall St. Rank hold EZA as of Q3 2017.

Creative Planning reported no remaining iShares MSCI South Africa ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 799 iShares MSCI South Africa ETF shares in Q3 2017, an estimated $45K.
Creative Planning first reported a position in iShares MSCI South Africa ETF in Q2 2013 and held it in 9 quarters.
Creative Planning's iShares MSCI South Africa ETF position peaked at $45K in Q2 2017.
75 funds tracked by Wall St. Rank held iShares MSCI South Africa ETF as of Q3 2017.

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