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IAM Advisory’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

IAM Advisory’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
Q3 		– Sell
-1,708,697
Closed -$92.8M – 113
2021
Q2 		$92.8M Buy
+1,708,697
New +$91M 12.21% 2

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

IAM Advisory's VWO Position: Q3 2021 in Review

IAM Advisory sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2021, closing a stake of 1,708,697 shares — an estimated $92.8M sold.

IAM Advisory first reported a position in VWO in Q2 2021 and held it in 1 quarter. The position peaked at $92.8M in Q2 2021. 1,704 funds tracked by Wall St. Rank hold VWO as of Q3 2021.

  • IAM Advisory reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
  • IAM Advisory sold 1,708,697 Vanguard FTSE Emerging Markets ETF shares in Q3 2021, an estimated $92.8M.
  • IAM Advisory first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2021 and held it in 1 quarter.
  • IAM Advisory's Vanguard FTSE Emerging Markets ETF position peaked at $92.8M in Q2 2021.
  • 1,704 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.