Creative Financial Designs’s Global Water Resources GWRS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.82K	Hold	666	–	–	﹤0.01%	1709
2026 Q1	$5.05K	Hold	666	–	–	﹤0.01%	1583
2025 Q4	$5.63K	Hold	666	–	–	﹤0.01%	1493
2025 Q3	$6.86K	Hold	666	–	–	﹤0.01%	1453
2025 Q2	$6.79K	Hold	666	–	–	﹤0.01%	1443
2025 Q1	$6.87K	Hold	666	–	–	﹤0.01%	1392
2024 Q4	$7.66K	Hold	666	–	–	﹤0.01%	1322
2024 Q3	$8.38K	Hold	666	–	–	﹤0.01%	1249
2024 Q2	$8.06K	Hold	666	–	–	﹤0.01%	1214
2024 Q1	$8.55K	Hold	666	–	–	﹤0.01%	1187
2023 Q4	$8.71K	Hold	666	–	–	﹤0.01%	1129
2023 Q3	$6.49K	Hold	666	–	–	﹤0.01%	1130
2023 Q2	$8.45K	Hold	666	–	–	﹤0.01%	1064
2023 Q1	$8.28K	Buy	+666	New	+$9K	﹤0.01%	1006

Other funds holding GWRS

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RAM

Redmond Asset Management Henrico, Virginia $401M AUM 14.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Creative Financial Designs's GWRS Position: Q2 2026 in Review

Creative Financial Designs held its Global Water Resources (GWRS) position steady in Q2 2026 at 666 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Creative Financial Designs first reported a position in GWRS in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.71K in Q4 2023. 107 funds tracked by Wall St. Rank hold GWRS as of Q2 2026.

Creative Financial Designs held 666 shares of Global Water Resources worth $4.82K as of Q2 2026.
Creative Financial Designs left its Global Water Resources share count unchanged in Q2 2026.
Global Water Resources made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1709 holding.
Creative Financial Designs first reported a position in Global Water Resources in Q1 2023 and has held it in 14 quarters since.
Creative Financial Designs's Global Water Resources position peaked at $8.71K in Q4 2023.
107 funds tracked by Wall St. Rank held Global Water Resources as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.