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

Institute for 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
2020 Q1	–	Sell	-1,213	Closed	-$65K	–	665
2019 Q4	$65K	Buy	+1,213	New	+$63K	0.01%	499
2018 Q4	–	Sell	-30,071	Closed	-$1.58M	–	345
2018 Q3	$1.58M	Sell	30,071 -432	-1%	-$22.5K	0.53%	57
2018 Q2	$1.58M	Buy	30,503 +1,407	+5%	+$76.3K	0.51%	64
2018 Q1	$1.59M	Buy	+29,096	New	+$1.62M	0.47%	63
2017 Q4	–	Sell	-39,465	Closed	-$2.08M	–	419
2017 Q3	$2.08M	Sell	39,465 -2,951	-7%	-$153K	0.68%	35
2017 Q2	$2.12M	Buy	+42,416	New	+$2.1M	0.58%	31

Other funds holding VEU

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

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

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

CIAS

CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 14.19% 1-Year Est. Return

Institute for Wealth Management's VEU Position: Q1 2020 in Review

Institute for Wealth Management sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2020, closing a stake of 1,213 shares — an estimated $65K sold.

Institute for Wealth Management first reported a position in VEU in Q2 2017 and held it in 6 quarters. The position peaked at $2.12M in Q2 2017. 809 funds tracked by Wall St. Rank hold VEU as of Q1 2020.

Institute for Wealth Management reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 1,213 Vanguard FTSE All-World ex-US ETF shares in Q1 2020, an estimated $65K.
Institute for Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2017 and held it in 6 quarters.
Institute for Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $2.12M in Q2 2017.
809 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.