Maxwell Wealth Strategies’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Maxwell Wealth Strategies’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
2024 Q4	$1.02M	Hold	17,847	–	–	0.42%	64
2024 Q3	$1.09M	Sell	17,847 -662	-4%	-$39.9K	0.46%	64
2024 Q2	$1.09M	Hold	18,509	–	–	0.53%	59
2024 Q1	$1.1M	Sell	18,509 -1,938	-9%	-$110K	0.56%	60
2023 Q4	$1.15M	Buy	+20,447	New	+$1.08M	0.75%	42

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

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

Maxwell Wealth Strategies's VEU Position: Q4 2024 in Review

Maxwell Wealth Strategies held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q4 2024 at 17,847 shares worth $1.02M. The position accounts for 0.42% of the portfolio, ranked #64.

Maxwell Wealth Strategies first reported a position in VEU in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.15M in Q4 2023. 1,288 funds tracked by Wall St. Rank hold VEU as of Q4 2024.

Maxwell Wealth Strategies held 17,847 shares of Vanguard FTSE All-World ex-US ETF worth $1.02M as of Q4 2024.
Maxwell Wealth Strategies left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q4 2024.
Vanguard FTSE All-World ex-US ETF made up 0.42% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #64 holding.
Maxwell Wealth Strategies first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2023 and has held it in 5 quarters since.
Maxwell Wealth Strategies's Vanguard FTSE All-World ex-US ETF position peaked at $1.15M in Q4 2023.
1,288 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.