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

IMA Advisory Services’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
2026 Q1	$24K	Hold	444	–	–	﹤0.01%	294
2025 Q4	$23.9K	Hold	444	–	–	﹤0.01%	295
2025 Q3	$24.1K	Hold	444	–	–	﹤0.01%	286
2025 Q2	$22K	Buy	444 +110	+33%	+$5.1K	﹤0.01%	281
2025 Q1	$15.1K	Buy	+334	New	+$15K	﹤0.01%	294
2019 Q2	–	Sell	-68	Closed	-$3K	–	312
2019 Q1	$3K	Sell	68 -7,873	-99%	-$324K	﹤0.01%	259
2018 Q4	$303K	Sell	7,941 -71,184	-90%	-$2.76M	0.14%	94
2018 Q3	$3.24M	Sell	79,125 -26,345	-25%	-$1.11M	1.27%	26
2018 Q2	$4.45M	Sell	105,470 -2,774	-3%	-$125K	1.85%	10
2018 Q1	$5.08M	Buy	108,244 +42,618	+65%	+$2.04M	2.26%	6
2017 Q4	$3.01M	Buy	65,626 +8,568	+15%	+$383K	1.35%	19
2017 Q3	$2.49M	Sell	57,058 -1,823	-3%	-$78.9K	1.15%	25
2017 Q2	$2.4M	Buy	58,881 +358	+0.6%	+$14.5K	1.16%	24
2017 Q1	$2.33M	Sell	58,523 -5,675	-9%	-$219K	1.17%	25
2016 Q4	$2.3M	Sell	64,198 -5,914	-8%	-$217K	1.42%	24
2016 Q3	$2.64M	Buy	+70,112	New	+$2.61M	1.51%	27

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

IMA Advisory Services's VWO Position: Q1 2026 in Review

IMA Advisory Services held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q1 2026 at 444 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

IMA Advisory Services first reported a position in VWO in Q3 2016 and has held it in 16 quarters since. The position peaked at $5.08M in Q1 2018. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

IMA Advisory Services held 444 shares of Vanguard FTSE Emerging Markets ETF worth $24K as of Q1 2026.
IMA Advisory Services left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q1 2026.
Vanguard FTSE Emerging Markets ETF made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #294 holding.
IMA Advisory Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2016 and has held it in 16 quarters since.
IMA Advisory Services's Vanguard FTSE Emerging Markets ETF position peaked at $5.08M in Q1 2018.
2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.