Creative Planning’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

Creative Planning’s Portfolio IEUS Stock Details IEUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-6,762	Closed	-$471K	–	2392
2021 Q4	$471K	Sell	6,762 -133	-2%	-$9.28K	﹤0.01%	1338
2021 Q3	$477K	Sell	6,895 -532	-7%	-$38.2K	﹤0.01%	1332
2021 Q2	$516K	Buy	7,427 +621	+9%	+$43.8K	﹤0.01%	1261
2021 Q1	$448K	Buy	6,806 +525	+8%	+$34K	﹤0.01%	1510
2020 Q4	$390K	Buy	+6,281	New	+$352K	﹤0.01%	1459
2017 Q3	–	Sell	-1,009	Closed	-$53K	–	2740
2017 Q2	$53K	Hold	1,009	–	–	﹤0.01%	2466
2017 Q1	$48K	Hold	1,009	–	–	﹤0.01%	2502
2016 Q4	$44K	Hold	1,009	–	–	﹤0.01%	2491
2016 Q3	$46K	Hold	1,009	–	–	﹤0.01%	2428
2016 Q2	$42K	Hold	1,009	–	–	﹤0.01%	2263
2016 Q1	$45K	Hold	1,009	–	–	﹤0.01%	2175
2015 Q4	$46K	Hold	1,009	–	–	﹤0.01%	2181
2015 Q3	$44K	Buy	+1,009	New	+$46.6K	﹤0.01%	2130
2015 Q2	–	Sell	-1,009	Closed	-$45K	–	1971
2015 Q1	$45K	Hold	1,009	–	–	﹤0.01%	2092
2014 Q4	$42K	Hold	1,009	–	–	﹤0.01%	2121
2014 Q3	$43K	Hold	1,009	–	–	﹤0.01%	2022
2014 Q2	$48K	Hold	1,009	–	–	﹤0.01%	1905
2014 Q1	$47K	Hold	1,009	–	–	﹤0.01%	1836
2013 Q4	$45K	Hold	1,009	–	–	﹤0.01%	1672
2013 Q3	$43K	Hold	1,009	–	–	﹤0.01%	1605
2013 Q2	$37K	Buy	+1,009	New	+$39.1K	﹤0.01%	1545

Other funds holding IEUS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

Creative Planning's IEUS Position: Q1 2022 in Review

Creative Planning sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q1 2022, closing a stake of 6,762 shares — an estimated $471K sold.

Creative Planning first reported a position in IEUS in Q2 2013 and held it in 21 quarters. The position peaked at $516K in Q2 2021. 56 funds tracked by Wall St. Rank hold IEUS as of Q1 2022.

Creative Planning reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
Creative Planning sold 6,762 iShares MSCI Europe Small-Cap ETF shares in Q1 2022, an estimated $471K.
Creative Planning first reported a position in iShares MSCI Europe Small-Cap ETF in Q2 2013 and held it in 21 quarters.
Creative Planning's iShares MSCI Europe Small-Cap ETF position peaked at $516K in Q2 2021.
56 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q1 2022.

Based on Creative Planning's 13F filing for Q1 2022, filed 16 May 2022.