Credit Suisse’s iShares MSCI World ETF URTH Stock Holding History

Credit Suisse’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
2024 Q1	$1.77M	Buy	12,228 +10,700	+700%	+$1.48M	﹤0.01%	1940
2023 Q4	$203K	Buy	+1,528	New	+$190K	﹤0.01%	2986
2023 Q1	–	Sell	-1,528	Closed	-$167K	–	3725
2022 Q4	$167K	Hold	1,528	–	–	﹤0.01%	3234
2022 Q3	$153K	Hold	1,528	–	–	﹤0.01%	3329
2022 Q2	$163K	Buy	+1,528	New	+$178K	﹤0.01%	3402
2015 Q1	–	Sell	-4,340	Closed	-$311K	–	4582
2014 Q4	$311K	Buy	+4,340	New	+$310K	﹤0.01%	4031

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Credit Suisse's URTH Position: Q1 2024 in Review

Credit Suisse increased its iShares MSCI World ETF (URTH) stake by 700% in Q1 2024, buying an estimated $1.48M and bringing the position to 12,228 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

Credit Suisse first reported a position in URTH in Q4 2014 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold URTH as of Q1 2024.

Credit Suisse held 12,228 shares of iShares MSCI World ETF worth $1.77M as of Q1 2024.
Credit Suisse bought 10,700 iShares MSCI World ETF shares in Q1 2024, an estimated $1.48M.
iShares MSCI World ETF made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1940 holding.
Credit Suisse first reported a position in iShares MSCI World ETF in Q4 2014 and has held it in 6 quarters since.
179 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.