Creative Planning
IFEU

Creative Planning’s iShares Europe Developed Real Estate ETF IFEU Stock Holding History

Creative Planning’s Portfolio IFEU Stock Details IFEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,000
Closed -$68K – 4939
2017
Q1 		$68K Hold
2,000
– – ﹤0.01% 2248
2016
Q4 		$67K Buy
+2,000
New +$66K ﹤0.01% 2156
2014
Q4 		– Sell
-945
Closed -$33K – 4417
2014
Q3 		$33K Buy
+945
New +$35.1K ﹤0.01% 2196

Other funds holding IFEU

HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Banced Corp Edwardsville, Illinois $46.1M AUM 5.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's IFEU Position: Q2 2017 in Review

Creative Planning sold out of iShares Europe Developed Real Estate ETF (IFEU) in Q2 2017, closing a stake of 2,000 shares — an estimated $68K sold.

Creative Planning first reported a position in IFEU in Q3 2014 and held it in 3 quarters. The position peaked at $68K in Q1 2017. 17 funds tracked by Wall St. Rank hold IFEU as of Q2 2017.

  • Creative Planning reported no remaining iShares Europe Developed Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 2,000 iShares Europe Developed Real Estate ETF shares in Q2 2017, an estimated $68K.
  • Creative Planning first reported a position in iShares Europe Developed Real Estate ETF in Q3 2014 and held it in 3 quarters.
  • Creative Planning's iShares Europe Developed Real Estate ETF position peaked at $68K in Q1 2017.
  • 17 funds tracked by Wall St. Rank held iShares Europe Developed Real Estate ETF as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.