Iron Gate Global Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Iron Gate Global Advisors’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 Q1	–	Sell	-4,454	Closed	-$220K	–	117
2021 Q4	$220K	Buy	+4,454	New	+$225K	0.05%	107
2019 Q3	–	Sell	-35,607	Closed	-$1.51M	–	80
2019 Q2	$1.51M	Sell	35,607 -3,674	-9%	-$155K	1%	21
2019 Q1	$1.67M	Sell	39,281 -7,644	-16%	-$315K	0.67%	23
2018 Q4	$1.79M	Sell	46,925 -3,423	-7%	-$133K	1.33%	18
2018 Q3	$2.06M	Sell	50,348 -18,248	-27%	-$768K	1.34%	16
2018 Q2	$2.9M	Buy	68,596 +4,030	+6%	+$182K	2.12%	12
2018 Q1	$3.03M	Buy	64,566 +10,997	+21%	+$527K	2.3%	13
2017 Q4	$977K	Buy	53,569 +5,326	+11%	+$238K	0.83%	25
2017 Q3	$848K	Buy	48,243 +14,215	+42%	+$615K	0.79%	24
2017 Q2	$1.39M	Buy	+34,028	New	+$1.38M	1.53%	17

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

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

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

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

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

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

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

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

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

Iron Gate Global Advisors's VWO Position: Q1 2022 in Review

Iron Gate Global Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2022, closing a stake of 4,454 shares — an estimated $220K sold.

Iron Gate Global Advisors first reported a position in VWO in Q2 2017 and held it in 10 quarters. The position peaked at $3.03M in Q1 2018. 1,894 funds tracked by Wall St. Rank hold VWO as of Q1 2022.

Iron Gate Global Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Iron Gate Global Advisors sold 4,454 Vanguard FTSE Emerging Markets ETF shares in Q1 2022, an estimated $220K.
Iron Gate Global Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2017 and held it in 10 quarters.
Iron Gate Global Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $3.03M in Q1 2018.
1,894 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2022.

Based on Iron Gate Global Advisors's 13F filing for Q1 2022, filed 11 May 2022.