Creative Financial Designs’s ProShares MSCI Transformational Changes ETF ANEW Stock Holding History

Creative Financial Designs’s Portfolio ANEW Stock Details ANEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-266	Closed	-$9.09K	–	1603
2023 Q3	$9.09K	Sell	266 -361	-58%	-$13.1K	﹤0.01%	1052
2023 Q2	$23K	Buy	627 +2	+0.3%	+$70	﹤0.01%	814
2023 Q1	$21.8K	Buy	625 +1	+0.2%	+$34	﹤0.01%	791
2022 Q4	$19.6K	Buy	624 +7	+1%	+$219	﹤0.01%	771
2022 Q3	$18K	Buy	617 +157	+34%	+$5.19K	﹤0.01%	761
2022 Q2	$15K	Buy	+460	New	+$16.1K	﹤0.01%	788

Other funds holding ANEW

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

WOC

West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return

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

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

Vima LLC Troy, Michigan $103M AUM

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

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Creative Financial Designs's ANEW Position: Q4 2023 in Review

Creative Financial Designs sold out of ProShares MSCI Transformational Changes ETF (ANEW) in Q4 2023, closing a stake of 266 shares — an estimated $9.09K sold.

Creative Financial Designs first reported a position in ANEW in Q2 2022 and held it in 6 quarters. The position peaked at $23K in Q2 2023. 14 funds tracked by Wall St. Rank hold ANEW as of Q4 2023.

Creative Financial Designs reported no remaining ProShares MSCI Transformational Changes ETF position as of Q4 2023 after selling out during the quarter.
Creative Financial Designs sold 266 ProShares MSCI Transformational Changes ETF shares in Q4 2023, an estimated $9.09K.
Creative Financial Designs first reported a position in ProShares MSCI Transformational Changes ETF in Q2 2022 and held it in 6 quarters.
Creative Financial Designs's ProShares MSCI Transformational Changes ETF position peaked at $23K in Q2 2023.
14 funds tracked by Wall St. Rank held ProShares MSCI Transformational Changes ETF as of Q4 2023.

Based on Creative Financial Designs's 13F filing for Q4 2023, filed 10 Jan 2024.