Creative Planning’s iShares Currency Hedged MSCI Germany ETF HEWG Stock Holding History

Creative Planning’s Portfolio HEWG Stock Details HEWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,526	Closed	-$43K	–	3849
2017 Q2	$43K	Buy	1,526 +1,186	+349%	+$33.7K	﹤0.01%	2633
2017 Q1	$9K	Buy	+340	New	+$9.09K	﹤0.01%	3675
2016 Q3	–	Sell	-200	Closed	-$5K	–	4772
2016 Q2	$5K	Hold	200	–	–	﹤0.01%	3674
2016 Q1	$5K	Buy	+200	New	+$4.47K	﹤0.01%	3620
2015 Q2	–	Sell	-5,039	Closed	-$144K	–	3153
2015 Q1	$144K	Buy	+5,039	New	+$133K	﹤0.01%	1368

Other funds holding HEWG

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Creative Planning's HEWG Position: Q3 2017 in Review

Creative Planning sold out of iShares Currency Hedged MSCI Germany ETF (HEWG) in Q3 2017, closing a stake of 1,526 shares — an estimated $43K sold.

Creative Planning first reported a position in HEWG in Q1 2015 and held it in 5 quarters. The position peaked at $144K in Q1 2015. 70 funds tracked by Wall St. Rank hold HEWG as of Q3 2017.

Creative Planning reported no remaining iShares Currency Hedged MSCI Germany ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,526 iShares Currency Hedged MSCI Germany ETF shares in Q3 2017, an estimated $43K.
Creative Planning first reported a position in iShares Currency Hedged MSCI Germany ETF in Q1 2015 and held it in 5 quarters.
Creative Planning's iShares Currency Hedged MSCI Germany ETF position peaked at $144K in Q1 2015.
70 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Germany ETF as of Q3 2017.

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