Creative Planning’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History

Creative Planning’s Portfolio SCJ Stock Details SCJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-500	Closed	-$29K	–	2662
2015 Q1	$29K	Hold	500	–	–	﹤0.01%	2432
2014 Q4	$26K	Hold	500	–	–	﹤0.01%	2471
2014 Q3	$27K	Hold	500	–	–	﹤0.01%	2328
2014 Q2	$28K	Hold	500	–	–	﹤0.01%	2283
2014 Q1	$26K	Hold	500	–	–	﹤0.01%	2224
2013 Q4	$27K	Hold	500	–	–	﹤0.01%	2015
2013 Q3	$28K	Hold	500	–	–	﹤0.01%	1897
2013 Q2	$25K	Buy	+500	New	+$25.6K	﹤0.01%	1797

Other funds holding SCJ

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

SCI

S&CO Inc Boston, Massachusetts $1.61B AUM 21.39% 1-Year Est. Return

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

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

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Creative Planning's SCJ Position: Q2 2015 in Review

Creative Planning sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q2 2015, closing a stake of 500 shares — an estimated $29K sold.

Creative Planning first reported a position in SCJ in Q2 2013 and held it in 8 quarters. The position peaked at $29K in Q1 2015. 27 funds tracked by Wall St. Rank hold SCJ as of Q2 2015.

Creative Planning reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q2 2015 after selling out during the quarter.
Creative Planning sold 500 iShares MSCI Japan Small-Cap ETF shares in Q2 2015, an estimated $29K.
Creative Planning first reported a position in iShares MSCI Japan Small-Cap ETF in Q2 2013 and held it in 8 quarters.
Creative Planning's iShares MSCI Japan Small-Cap ETF position peaked at $29K in Q1 2015.
27 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.