IWC
VWO icon

Integrated Wealth Counsel’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$42K Sell
1,161
-125
-10% -$4.58K 0.09% 79
2016
Q3 		$48K Buy
+1,286
New +$47.9K 0.1% 71

Other funds holding VWO

BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Integrated Wealth Counsel's VWO Position: Q4 2016 in Review

Integrated Wealth Counsel reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 9.7% in Q4 2016, selling an estimated $4.58K and leaving 1,161 shares worth $42K. The position accounts for 0.09% of the portfolio, ranked #79.

Integrated Wealth Counsel first reported a position in VWO in Q3 2016 and has held it in 2 quarters since. The position peaked at $48K in Q3 2016. 1,009 funds tracked by Wall St. Rank hold VWO as of Q4 2016.

  • Integrated Wealth Counsel held 1,161 shares of Vanguard FTSE Emerging Markets ETF worth $42K as of Q4 2016.
  • Integrated Wealth Counsel sold 125 Vanguard FTSE Emerging Markets ETF shares in Q4 2016, an estimated $4.58K.
  • Vanguard FTSE Emerging Markets ETF made up 0.09% of Integrated Wealth Counsel's portfolio in Q4 2016, its #79 holding.
  • Integrated Wealth Counsel first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2016 and has held it in 2 quarters since.
  • Integrated Wealth Counsel's Vanguard FTSE Emerging Markets ETF position peaked at $48K in Q3 2016.
  • 1,009 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.