Iams Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Iams Wealth Management’s Portfolio VEU Stock Details VEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-11,996	Closed	-$682K	–	155
2024 Q1	$682K	Buy	11,996 +4,215	+54%	+$238K	0.42%	72
2023 Q4	$437K	Sell	7,781 -9,102	-54%	-$482K	0.28%	89
2023 Q3	$876K	Buy	+16,883	New	+$914K	0.61%	57
2023 Q2	–	Sell	-15,516	Closed	-$827K	–	222
2023 Q1	$827K	Buy	15,516 +537	+4%	+$28.5K	0.69%	54
2022 Q4	$751K	Buy	+14,979	New	+$727K	0.76%	43

Other funds holding VEU

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Iams Wealth Management's VEU Position: Q2 2024 in Review

Iams Wealth Management sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q2 2024, closing a stake of 11,996 shares — an estimated $682K sold.

Iams Wealth Management first reported a position in VEU in Q4 2022 and held it in 5 quarters. The position peaked at $876K in Q3 2023. 1,206 funds tracked by Wall St. Rank hold VEU as of Q2 2024.

Iams Wealth Management reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q2 2024 after selling out during the quarter.
Iams Wealth Management sold 11,996 Vanguard FTSE All-World ex-US ETF shares in Q2 2024, an estimated $682K.
Iams Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2022 and held it in 5 quarters.
Iams Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $876K in Q3 2023.
1,206 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2024.

Based on Iams Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.