Financial Engines Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Financial Engines Advisors’s Portfolio VNQI Stock Details VNQI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11,735	Closed	-$500K	–	360
2023 Q4	$500K	Buy	+11,735	New	+$468K	﹤0.01%	229
2023 Q3	–	Sell	-5,428	Closed	-$218K	–	299
2023 Q2	$218K	Sell	5,428 -1,261	-19%	-$51.6K	﹤0.01%	272
2023 Q1	$271K	Sell	6,689 -33,697	-83%	-$1.42M	﹤0.01%	256
2022 Q4	$1.67M	Buy	40,386 +33,889	+522%	+$1.35M	﹤0.01%	137
2022 Q3	$247K	Buy	+6,497	New	+$282K	﹤0.01%	260

Other funds holding VNQI

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Financial Engines Advisors's VNQI Position: Q1 2024 in Review

Financial Engines Advisors sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2024, closing a stake of 11,735 shares — an estimated $500K sold.

Financial Engines Advisors first reported a position in VNQI in Q3 2022 and held it in 5 quarters. The position peaked at $1.67M in Q4 2022. 366 funds tracked by Wall St. Rank hold VNQI as of Q1 2024.

Financial Engines Advisors reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Financial Engines Advisors sold 11,735 Vanguard Global ex-US Real Estate ETF shares in Q1 2024, an estimated $500K.
Financial Engines Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2022 and held it in 5 quarters.
Financial Engines Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $1.67M in Q4 2022.
366 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2024.

Based on Financial Engines Advisors's 13F filing for Q1 2024, filed 13 May 2024.