IberiaBank’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

IberiaBank’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
2020 Q2	$413K	Sell	10,439 -3,359	-24%	-$124K	0.05%	163
2020 Q1	$463K	Sell	13,798 -2,852	-17%	-$116K	0.06%	153
2019 Q4	$740K	Sell	16,650 -6,884	-29%	-$292K	0.08%	146
2019 Q3	$947K	Sell	23,534 -2,644	-10%	-$109K	0.11%	130
2019 Q2	$1.11M	Buy	26,178 +1,793	+7%	+$75.4K	0.12%	126
2019 Q1	$1.04M	Sell	24,385 -4,768	-16%	-$196K	0.12%	132
2018 Q4	$1.11M	Buy	29,153 +790	+3%	+$30.6K	0.14%	127
2018 Q3	$1.16M	Buy	28,363 +22,582	+391%	+$950K	0.15%	136
2018 Q2	$244K	Sell	5,781 -2,010	-26%	-$90.8K	0.04%	198
2018 Q1	$366K	Buy	7,791 +744	+11%	+$35.7K	0.07%	175
2017 Q4	$326K	Buy	+7,047	New	+$315K	0.05%	194
2013 Q3	–	Sell	-5,262	Closed	-$204K	–	158
2013 Q2	$204K	Buy	+5,262	New	+$221K	0.15%	134

Other funds holding VWO

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

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

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

IberiaBank's VWO Position: Q2 2020 in Review

IberiaBank reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 24% in Q2 2020, selling an estimated $124K and leaving 10,439 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #163.

IberiaBank first reported a position in VWO in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.16M in Q3 2018. 1,436 funds tracked by Wall St. Rank hold VWO as of Q2 2020.

IberiaBank held 10,439 shares of Vanguard FTSE Emerging Markets ETF worth $413K as of Q2 2020.
IberiaBank sold 3,359 Vanguard FTSE Emerging Markets ETF shares in Q2 2020, an estimated $124K.
Vanguard FTSE Emerging Markets ETF made up 0.05% of IberiaBank's portfolio in Q2 2020, its #163 holding.
IberiaBank first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 12 quarters since.
IberiaBank's Vanguard FTSE Emerging Markets ETF position peaked at $1.16M in Q3 2018.
1,436 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.