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Kiwi Wealth Investments Limited Partnership’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2019
Q2 		– Sell
-16,585
Closed -$705K – 216
2019
Q1 		$705K Buy
+16,585
New +$683K 0.06% 166
2018
Q2 		– Sell
-16,238
Closed -$763K – 192
2018
Q1 		$763K Hold
16,238
– – 0.08% 159
2017
Q4 		$745K Hold
16,238
– – 0.08% 148
2017
Q3 		$707K Buy
+16,238
New +$703K 0.09% 127

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's VWO Position: Q2 2019 in Review

Kiwi Wealth Investments Limited Partnership sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2019, closing a stake of 16,585 shares — an estimated $705K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in VWO in Q3 2017 and held it in 4 quarters. The position peaked at $763K in Q1 2018. 1,393 funds tracked by Wall St. Rank hold VWO as of Q2 2019.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2019 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 16,585 Vanguard FTSE Emerging Markets ETF shares in Q2 2019, an estimated $705K.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2017 and held it in 4 quarters.
  • Kiwi Wealth Investments Limited Partnership's Vanguard FTSE Emerging Markets ETF position peaked at $763K in Q1 2018.
  • 1,393 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2019.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q2 2019, filed 14 Aug 2019.