Money Design Co.,Ltd. historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2023-12-31 to 2025-06-30, Money Design Co.,Ltd. opened 11 positions, added to 174, reduced 259 and sold out of 17.
- Q2 2025: Stock VUG; Country of operation —; Class ETF; Shares before 542,744.
- Q2 2025: Stock IGSB; Country of operation —; Class ETF; Shares before 669,063.
- Q2 2025: Stock ISHARES GOLD TRUST ISHARES; Country of operation —; Class ETF; Shares before 1,458,725.
- Q2 2025: Stock VGK; Country of operation —; Class ETF; Shares before 1,630,811.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1721608), 6 quarters: Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-09); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-26). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-09-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|---|---|---|---|---|---|---|---|---|---|
| Q2 2025 | VUG VANGUARD GROWTH ETF | ETF | 542,744 | 554,153 | +11,409 | $201,260 | $242,941 | +$41,681 | 2025-07-31 | |
| Q2 2025 | IGSB ISHARES TR SH TR CRPORT ETF | ETF | 669,063 | 1,266,732 | +597,669 | $35,039 | $66,833 | +$31,794 | 2025-07-31 | |
| Q2 2025 | ISHARES GOLD TRUST ISHARES CUSIP 464285105 | ETF | 1,458,725 | 1,837,740 | +379,015 | $86,006 | $114,601 | +$28,595 | 2025-07-31 | |
| Q2 2025 | VGK VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | ETF | 1,630,811 | 1,708,025 | +77,214 | $114,499 | $132,372 | +$17,873 | 2025-07-31 | |
| Q2 2025 | VTV VANGUARD INDEX FDS VALUE ETF | ETF | 1,319,208 | 1,384,981 | +65,773 | $227,880 | $244,782 | +$16,902 | 2025-07-31 | |
| Q2 2025 | LQD ISHARES TR IBOXX INV CP ETF | ETF | 1,469,401 | 1,558,854 | +89,453 | $159,709 | $170,866 | +$11,157 | 2025-07-31 | |
| Q2 2025 | VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | ETF | 1,715,729 | 1,757,212 | +41,483 | $77,654 | $86,912 | +$9,258 | 2025-07-31 | |
| Q2 2025 | MBB ISHARES TR MBS ETF | ETF | 1,328,870 | 1,390,916 | +62,046 | $124,621 | $130,593 | +$5,972 | 2025-07-31 | |
| Q2 2025 | PPLT ETFS PHYSICAL PLATINUM SHRS | United States | ETF | 62,021 | 91,600 | +29,579 | $5,667 | $11,255 | +$5,588 | 2025-07-31 |
| Q2 2025 | SPDR SERIES TRUST BLOOMBERG BRCLYS CUSIP 78464A417 | ETF | 3,225,928 | 3,399,510 | +173,582 | $81,164 | $86,620 | +$5,456 | 2025-07-31 | |
| Q2 2025 | EPI WISDOMTREE TR INDIA ERNGS FD | ETF | 701,865 | 753,862 | +51,997 | $30,679 | $35,786 | +$5,107 | 2025-07-31 | |
| Q2 2025 | SPYG SPDR SERIES TRUST PRTFLO S&P 500 GW | ETF | 333,271 | 334,266 | +995 | $26,785 | $31,862 | +$5,077 | 2025-07-31 | |
| Q2 2025 | SRLN SSGA ACTIVE ETF TR BLKSTN GSOSRLN | ETF | 1,416,213 | 1,503,826 | +87,613 | $58,249 | $62,544 | +$4,295 | 2025-07-31 | |
| Q2 2025 | SNPE XTRACKERS S&P 500 ESG ETF | ETF | 410,413 | 425,847 | +15,434 | $20,697 | $23,549 | +$2,852 | 2025-07-31 | |
| Q2 2025 | IYR ISHARES TR U.S. REAL ES ETF | ETF | 526,905 | 553,275 | +26,370 | $50,451 | $52,434 | +$1,983 | 2025-07-31 | |
| Q2 2025 | SUSA ISHARES MSCI USA ESG SELECT | ETF | 132,929 | 133,471 | +542 | $15,270 | $16,917 | +$1,647 | 2025-07-31 | |
| Q2 2025 | FEZ SPDR INDEX SHS FDS EURO STOXX 50 | ETF | 198,626 | 208,020 | +9,394 | $10,807 | $12,425 | +$1,618 | 2025-07-31 | |
| Q2 2025 | SPAB SPDR SERIES TRUST PORTFOLIO AGRGTE | ETF | 1,045,331 | 1,097,073 | +51,742 | $26,698 | $28,085 | +$1,387 | 2025-07-31 | |
| Q2 2025 | SPSB SPDR SERIES TRUST PORTFOLIO SHORT | ETF | 57,745 | 103,421 | +45,676 | $1,738 | $3,122 | +$1,384 | 2025-07-31 | |
| Q2 2025 | ESGU ISHARES ESG AWARE MSCI USA | ETF | 98,534 | 98,591 | +57 | $12,012 | $13,339 | +$1,327 | 2025-07-31 | |
| Q2 2025 | SPYV SPDR SERIES TRUST PRTFLO S&P 500 VL | ETF | 359,958 | 376,481 | +16,523 | $18,383 | $19,705 | +$1,322 | 2025-07-31 | |
| Q2 2025 | IXC ISHARES GLOBAL ENERGY ETF | ETF | 257,999 | 306,833 | +48,834 | $10,854 | $12,055 | +$1,201 | 2025-07-31 | |
| Q2 2025 | XLRE REAL ESTATE SELECT SECT SPDR | ETF | 644,687 | 676,601 | +31,914 | $26,980 | $28,025 | +$1,045 | 2025-07-31 | |
| Q2 2025 | FAN First Trust Global Wind Energy ETF | ETF | 126,129 | 149,987 | +23,858 | $1,893 | $2,721 | +$828 | 2025-07-31 | |
| Q2 2025 | NULG NUVEEN ESG LARGE-CAP GROWTH | ETF | 37,812 | 39,013 | +1,201 | $2,960 | $3,665 | +$705 | 2025-07-31 | |
| Q2 2025 | GUNR FLEXSHARES GLOBAL UPSTREAM N | ETF | 78,288 | 88,981 | +10,693 | $3,038 | $3,569 | +$531 | 2025-07-31 | |
| Q2 2025 | IEMG ISHARES INC CORE MSCI EMKT | ETF | 49,059 | 49,964 | +905 | $2,648 | $2,999 | +$351 | 2025-07-31 | |
| Q2 2025 | VMBS VANGUARD SCOTTSDALE FDS MORTG-BACK SEC | ETF | 282,711 | 290,049 | +7,338 | $13,092 | $13,441 | +$349 | 2025-07-31 | |
| Q2 2025 | XLE ENERGY SELECT SECTOR SPDR | ETF | 125,561 | 134,354 | +8,793 | $11,734 | $11,395 | -$339 | 2025-07-31 | |
| Q2 2025 | GNR SPDR S&P GL NAT RESOURCES | ETF | 28,099 | 33,051 | +4,952 | $1,496 | $1,793 | +$297 | 2025-07-31 | |
| Q2 2025 | IXJ ISHARES TR GLOB HLTHCRE ETF | ETF | 66,423 | 67,069 | +646 | $6,058 | $5,774 | -$284 | 2025-07-31 |
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||