ICA Group Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

ICA Group Wealth Management’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
2024 Q2	$875	Sell	20 -22,438	-100%	-$967K	﹤0.01%	735
2024 Q1	$938K	Buy	22,458 +1,310	+6%	+$53.5K	0.19%	105
2023 Q4	$869K	Sell	21,148 -763	-3%	-$30.3K	0.19%	102
2023 Q3	$859K	Sell	21,911 -1,413	-6%	-$57.7K	0.24%	88
2023 Q2	$949K	Buy	23,324 +19,499	+510%	+$786K	0.24%	86
2023 Q1	$155K	Sell	3,825 -19,888	-84%	-$810K	0.04%	269
2022 Q4	$925K	Sell	23,713 -3,427	-13%	-$131K	0.22%	106
2022 Q3	$990K	Buy	27,140 +183	+0.7%	+$7.43K	0.21%	111
2022 Q2	$1.12M	Sell	26,957 -2,871	-10%	-$124K	0.21%	111
2022 Q1	$1.3M	Buy	+29,828	New	+$1.43M	0.25%	97

Other funds holding VWO

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

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

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

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

ICA Group Wealth Management's VWO Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 100% in Q2 2024, selling an estimated $967K and leaving 20 shares worth $875. The position accounts for ﹤0.01% of the portfolio, ranked #735.

ICA Group Wealth Management first reported a position in VWO in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.3M in Q1 2022. 2,051 funds tracked by Wall St. Rank hold VWO as of Q2 2024.

ICA Group Wealth Management held 20 shares of Vanguard FTSE Emerging Markets ETF worth $875 as of Q2 2024.
ICA Group Wealth Management sold 22,438 Vanguard FTSE Emerging Markets ETF shares in Q2 2024, an estimated $967K.
Vanguard FTSE Emerging Markets ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #735 holding.
ICA Group Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.3M in Q1 2022.
2,051 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.