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Creative Financial Designs’s iShares MSCI World ETF URTH Stock Holding History

Creative Financial Designs’s Portfolio URTH Stock Details URTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-857
Closed -$79K – 1296
2020
Q2 		$79K Buy
+857
New +$74.8K 0.02% 331

Other funds holding URTH

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Creative Financial Designs's URTH Position: Q3 2020 in Review

Creative Financial Designs sold out of iShares MSCI World ETF (URTH) in Q3 2020, closing a stake of 857 shares — an estimated $79K sold.

Creative Financial Designs first reported a position in URTH in Q2 2020 and held it in 1 quarter. The position peaked at $79K in Q2 2020. 78 funds tracked by Wall St. Rank hold URTH as of Q3 2020.

  • Creative Financial Designs reported no remaining iShares MSCI World ETF position as of Q3 2020 after selling out during the quarter.
  • Creative Financial Designs sold 857 iShares MSCI World ETF shares in Q3 2020, an estimated $79K.
  • Creative Financial Designs first reported a position in iShares MSCI World ETF in Q2 2020 and held it in 1 quarter.
  • Creative Financial Designs's iShares MSCI World ETF position peaked at $79K in Q2 2020.
  • 78 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2020.

Based on Creative Financial Designs's 13F filing for Q3 2020, filed 6 Oct 2020.