Altshuler Shaham
VWO icon

Altshuler Shaham’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Altshuler Shaham’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-109,431
Closed -$5.5M – 658
2021
Q3 		$5.5M Sell
109,431
-69,403
-39% -$3.59M 0.04% 91
2021
Q2 		$9.71M Buy
+178,834
New +$9.53M 0.07% 71

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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WIT LLC
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Altshuler Shaham's VWO Position: Q4 2021 in Review

Altshuler Shaham sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2021, closing a stake of 109,431 shares — an estimated $5.5M sold.

Altshuler Shaham first reported a position in VWO in Q2 2021 and held it in 2 quarters. The position peaked at $9.71M in Q2 2021. 1,920 funds tracked by Wall St. Rank hold VWO as of Q4 2021.

  • Altshuler Shaham reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
  • Altshuler Shaham sold 109,431 Vanguard FTSE Emerging Markets ETF shares in Q4 2021, an estimated $5.5M.
  • Altshuler Shaham first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2021 and held it in 2 quarters.
  • Altshuler Shaham's Vanguard FTSE Emerging Markets ETF position peaked at $9.71M in Q2 2021.
  • 1,920 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2021.

Based on Altshuler Shaham's 13F filing for Q4 2021, filed 15 Feb 2022.