Mercer Investments’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Mercer Investments’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 Q3	–	Sell	-41,286	Closed	-$2.24M	–	9
2021 Q2	$2.24M	Buy	+41,286	New	+$2.2M	5.06%	5
2016 Q2	–	Sell	-26,655	Closed	-$922K	–	12
2016 Q1	$922K	Sell	26,655 -180,053	-87%	-$5.65M	0.91%	6
2015 Q4	$6.76M	Sell	206,708 -2,365	-1%	-$81.4K	5.41%	4
2015 Q3	$6.92M	Sell	209,073 -166,550	-44%	-$6.05M	5.66%	4
2015 Q2	$15.4M	Buy	375,623 +161,563	+75%	+$6.94M	10.12%	3
2015 Q1	$8.75M	Buy	214,060 +104,237	+95%	+$4.24M	8.2%	3
2014 Q4	$4.28M	Buy	+109,823	New	+$4.52M	42.15%	1
2013 Q4	$4.59M	Buy	111,583 +4,577	+4%	+$189K	22.08%	2
2013 Q3	$4.29M	Buy	107,006 +24,625	+30%	+$974K	9.73%	4
2013 Q2	$3.19M	Buy	+82,381	New	+$3.45M	6.36%	4

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Investments's VWO Position: Q3 2021 in Review

Mercer Investments sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2021, closing a stake of 41,286 shares — an estimated $2.24M sold.

Mercer Investments first reported a position in VWO in Q2 2013 and held it in 10 quarters. The position peaked at $15.4M in Q2 2015. 1,701 funds tracked by Wall St. Rank hold VWO as of Q3 2021.

Mercer Investments reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
Mercer Investments sold 41,286 Vanguard FTSE Emerging Markets ETF shares in Q3 2021, an estimated $2.24M.
Mercer Investments first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 10 quarters.
Mercer Investments's Vanguard FTSE Emerging Markets ETF position peaked at $15.4M in Q2 2015.
1,701 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2021.

Based on Mercer Investments's 13F filing for Q3 2021, filed 10 Nov 2021.