K.J. Harrison & Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

K.J. Harrison & Partners’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	-9,500	Closed	-$347K	–	248
2022 Q3	$347K	Sell	9,500 -1,100	-10%	-$44.7K	0.12%	124
2022 Q2	$442K	Buy	10,600 +1,100	+12%	+$47.5K	0.12%	133
2022 Q1	$438K	Hold	9,500	–	–	0.07%	176
2021 Q4	$471K	Hold	9,500	–	–	0.07%	198
2021 Q3	$478K	Hold	9,500	–	–	0.07%	205
2021 Q2	$516	Buy	+9,500	New	+$506K	0.05%	203
2019 Q4	–	Sell	-7,242	Closed	-$292K	–	202
2019 Q3	$292K	Hold	7,242	–	–	0.08%	139
2019 Q2	$308K	Sell	7,242 -2,483	-26%	-$104K	0.1%	127
2019 Q1	$413K	Buy	9,725 +605	+7%	+$24.9K	0.14%	115
2018 Q4	$347K	Hold	9,120	–	–	0.21%	89
2018 Q3	$374K	Buy	+9,120	New	+$384K	0.1%	155

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

K.J. Harrison & Partners's VWO Position: Q4 2022 in Review

K.J. Harrison & Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2022, closing a stake of 9,500 shares — an estimated $347K sold.

K.J. Harrison & Partners first reported a position in VWO in Q3 2018 and held it in 11 quarters. The position peaked at $478K in Q3 2021. 1,901 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

K.J. Harrison & Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
K.J. Harrison & Partners sold 9,500 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $347K.
K.J. Harrison & Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2018 and held it in 11 quarters.
K.J. Harrison & Partners's Vanguard FTSE Emerging Markets ETF position peaked at $478K in Q3 2021.
1,901 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on K.J. Harrison & Partners's 13F filing for Q4 2022, filed 25 Jan 2023.