IRON Financial’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

IRON Financial’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
2022 Q4	–	Sell	-8,798	Closed	-$321K	–	102
2022 Q3	$321K	Buy	8,798 +724	+9%	+$29.4K	0.18%	72
2022 Q2	$336K	Buy	8,074 +537	+7%	+$23.2K	0.18%	73
2022 Q1	$348K	Buy	7,537 +22	+0.3%	+$1.06K	0.16%	79
2021 Q4	$372K	Buy	7,515 +73	+1%	+$3.68K	0.17%	75
2021 Q3	$372K	Buy	7,442 +68	+0.9%	+$3.51K	0.18%	67
2021 Q2	$400K	Buy	7,374 +38	+0.5%	+$2.02K	0.19%	66
2021 Q1	$382K	Buy	7,336 +10	+0.1%	+$532	0.2%	56
2020 Q4	$367K	Buy	7,326 +258	+4%	+$12.1K	0.18%	59
2020 Q3	$306K	Sell	7,068 -429	-6%	-$18.6K	0.17%	71
2020 Q2	$297K	Sell	7,497 -2,304	-24%	-$85.3K	0.15%	78
2020 Q1	$329K	Sell	9,801 -6,448	-40%	-$263K	0.21%	72
2019 Q4	$723K	Buy	16,249 +4,156	+34%	+$176K	0.34%	34
2019 Q3	$487K	Sell	12,093 -3,349	-22%	-$138K	0.36%	50
2019 Q2	$656K	Buy	15,442 +10,671	+224%	+$449K	0.61%	22
2019 Q1	$203K	Buy	+4,771	New	+$196K	0.13%	92
2018 Q4	–	Sell	-6,598	Closed	-$271K	–	87
2018 Q3	$271K	Buy	+6,598	New	+$278K	0.18%	73
2015 Q3	–	Sell	-46,542	Closed	-$1.9M	–	91
2015 Q2	$1.9M	Sell	46,542 -44,255	-49%	-$1.9M	1.79%	13
2015 Q1	$3.71M	Buy	+90,797	New	+$3.69M	2.9%	12

Other funds holding VWO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

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

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

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

IRON Financial's VWO Position: Q4 2022 in Review

IRON Financial sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2022, closing a stake of 8,798 shares — an estimated $321K sold.

IRON Financial first reported a position in VWO in Q1 2015 and held it in 18 quarters. The position peaked at $3.71M in Q1 2015. 1,902 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

IRON Financial reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
IRON Financial sold 8,798 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $321K.
IRON Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2015 and held it in 18 quarters.
IRON Financial's Vanguard FTSE Emerging Markets ETF position peaked at $3.71M in Q1 2015.
1,902 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on IRON Financial's 13F filing for Q4 2022, filed 14 Feb 2023.