EisnerAmper Wealth Management Corporate Benefits’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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 Q1	–	Sell	-7,387	Closed	-$370K	–	52
2020 Q4	$370K	Buy	7,387 +2,037	+38%	+$95.7K	0.21%	34
2020 Q3	$231K	Buy	+5,350	New	+$233K	0.15%	43
2020 Q1	–	Sell	-5,380	Closed	-$239K	–	41
2019 Q4	$239K	Buy	+5,380	New	+$228K	0.16%	34
2018 Q1	–	Sell	-8,461	Closed	-$388K	–	36
2017 Q4	$388K	Buy	+8,461	New	+$378K	0.32%	26

Other funds holding VWO

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's VWO Position: Q1 2021 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2021, closing a stake of 7,387 shares — an estimated $370K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in VWO in Q4 2017 and held it in 4 quarters. The position peaked at $388K in Q4 2017. 1,726 funds tracked by Wall St. Rank hold VWO as of Q1 2021.

EisnerAmper Wealth Management Corporate Benefits reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 7,387 Vanguard FTSE Emerging Markets ETF shares in Q1 2021, an estimated $370K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 4 quarters.
EisnerAmper Wealth Management Corporate Benefits's Vanguard FTSE Emerging Markets ETF position peaked at $388K in Q4 2017.
1,726 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2021.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q1 2021, filed 1 Apr 2021.