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KCS Wealth Advisory’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

KCS Wealth Advisory’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
2020
Q1 		– Sell
-4,596
Closed -$204K – 159
2019
Q4 		$204K Sell
4,596
-398
-8% -$16.9K 0.15% 145
2019
Q3 		$201K Buy
+4,994
New +$206K 0.14% 144

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KCS Wealth Advisory's VWO Position: Q1 2020 in Review

KCS Wealth Advisory sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2020, closing a stake of 4,596 shares — an estimated $204K sold.

KCS Wealth Advisory first reported a position in VWO in Q3 2019 and held it in 2 quarters. The position peaked at $204K in Q4 2019. 1,450 funds tracked by Wall St. Rank hold VWO as of Q1 2020.

  • KCS Wealth Advisory reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
  • KCS Wealth Advisory sold 4,596 Vanguard FTSE Emerging Markets ETF shares in Q1 2020, an estimated $204K.
  • KCS Wealth Advisory first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2019 and held it in 2 quarters.
  • KCS Wealth Advisory's Vanguard FTSE Emerging Markets ETF position peaked at $204K in Q4 2019.
  • 1,450 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2020.

Based on KCS Wealth Advisory's 13F filing for Q1 2020, filed 28 Apr 2020.