Industrial Alliance Investment Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Industrial Alliance Investment 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
2023 Q2	–	Sell	-18,045	Closed	-$729K	–	487
2023 Q1	$729K	Hold	18,045	–	–	0.02%	329
2022 Q4	$703K	Hold	18,045	–	–	0.02%	274
2022 Q3	$658K	Hold	18,045	–	–	0.02%	274
2022 Q2	$752K	Hold	18,045	–	–	0.02%	270
2022 Q1	$832K	Hold	18,045	–	–	0.02%	284
2021 Q4	$892K	Buy	+18,045	New	+$910K	0.02%	272

Other funds holding VWO

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Industrial Alliance Investment Management's VWO Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2023, closing a stake of 18,045 shares — an estimated $729K sold.

Industrial Alliance Investment Management first reported a position in VWO in Q4 2021 and held it in 6 quarters. The position peaked at $892K in Q4 2021. 1,940 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

Industrial Alliance Investment Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 18,045 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $729K.
Industrial Alliance Investment Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 6 quarters.
Industrial Alliance Investment Management's Vanguard FTSE Emerging Markets ETF position peaked at $892K in Q4 2021.
1,940 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.