IronBridge Private Wealth’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

IronBridge Private Wealth’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
2025 Q1	–	Sell	-31,023	Closed	-$1.78M	–	59
2024 Q4	$1.78M	Sell	31,023 -65,591	-68%	-$3.95M	0.65%	32
2024 Q3	$6.09M	Sell	96,614 -3,328	-3%	-$200K	2.27%	14
2024 Q2	$5.86M	Sell	99,942 -1,092	-1%	-$64.1K	2.19%	16
2024 Q1	$5.93M	Sell	101,034 -3,747	-4%	-$212K	2.46%	14
2023 Q4	$5.88M	Buy	+104,781	New	+$5.55M	2.87%	15

Other funds holding VEU

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

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

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

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

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIAS

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

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

IronBridge Private Wealth's VEU Position: Q1 2025 in Review

IronBridge Private Wealth sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2025, closing a stake of 31,023 shares — an estimated $1.78M sold.

IronBridge Private Wealth first reported a position in VEU in Q4 2023 and held it in 5 quarters. The position peaked at $6.09M in Q3 2024. 1,289 funds tracked by Wall St. Rank hold VEU as of Q1 2025.

IronBridge Private Wealth reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2025 after selling out during the quarter.
IronBridge Private Wealth sold 31,023 Vanguard FTSE All-World ex-US ETF shares in Q1 2025, an estimated $1.78M.
IronBridge Private Wealth first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2023 and held it in 5 quarters.
IronBridge Private Wealth's Vanguard FTSE All-World ex-US ETF position peaked at $6.09M in Q3 2024.
1,289 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2025.

Based on IronBridge Private Wealth's 13F filing for Q1 2025, filed 15 May 2025.