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

Ironwood 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
2021
Q4 		– Sell
-210
Closed -$10K – 537
2021
Q3 		$10K Buy
210
+1
+0.5% +$52 ﹤0.01% 371
2021
Q2 		$11K Buy
209
+104
+99% +$5.54K ﹤0.01% 358
2021
Q1 		$5K Hold
105
– – ﹤0.01% 424
2020
Q4 		$5K Hold
105
– – ﹤0.01% 389
2020
Q3 		$5K Hold
105
– – ﹤0.01% 340
2020
Q2 		$4K Buy
105
+40
+62% +$1.48K ﹤0.01% 336
2020
Q1 		$2K Sell
65
-3,395
-98% -$138K ﹤0.01% 326
2019
Q4 		$154K Hold
3,460
– – 0.07% 63
2019
Q3 		$139K Buy
3,460
+56
+2% +$2.31K 0.07% 63
2019
Q2 		$145K Hold
3,404
– – 0.07% 62
2019
Q1 		$145K Hold
3,404
– – 0.08% 64
2018
Q4 		$130K Buy
3,404
+26
+0.8% +$1.01K 0.07% 63
2018
Q3 		$138K Buy
3,378
+88
+3% +$3.7K 0.07% 64
2018
Q2 		$139K Buy
3,290
+60
+2% +$2.71K 0.08% 57
2018
Q1 		$152K Hold
3,230
– – 0.16% 41
2017
Q4 		$148K Hold
3,230
– – 0.09% 51
2017
Q3 		$141K Sell
3,230
-1,435
-31% -$62.1K 0.09% 55
2017
Q2 		$190K Hold
4,665
– – 0.12% 45
2017
Q1 		$185K Hold
4,665
– – 0.12% 45
2016
Q4 		$167K Hold
4,665
– – 0.12% 46
2016
Q3 		$176K Hold
4,665
– – 0.13% 48
2016
Q2 		$164K Hold
4,665
– – 0.12% 52
2016
Q1 		$161K Buy
+4,665
New +$146K 0.12% 51
2015
Q3 		$1.54M Sell
46,681
-744
-2% -$27K 0.76% 30
2015
Q2 		$1.94M Sell
47,425
-1,649
-3% -$70.8K 0.92% 28
2015
Q1 		$2.01M Buy
49,074
+2,535
+5% +$103K 0.97% 28
2014
Q4 		$1.87M Buy
+46,539
New +$1.92M 1.03% 25

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ironwood Financial's VWO Position: Q4 2021 in Review

Ironwood Financial sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2021, closing a stake of 210 shares — an estimated $10K sold.

Ironwood Financial first reported a position in VWO in Q4 2014 and held it in 27 quarters. The position peaked at $2.01M in Q1 2015. 1,919 funds tracked by Wall St. Rank hold VWO as of Q4 2021.

  • Ironwood Financial reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 210 Vanguard FTSE Emerging Markets ETF shares in Q4 2021, an estimated $10K.
  • Ironwood Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2014 and held it in 27 quarters.
  • Ironwood Financial's Vanguard FTSE Emerging Markets ETF position peaked at $2.01M in Q1 2015.
  • 1,919 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.