Mesirow Financial Investment Management - Fixed Income’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
2024 Q4	$2.66M	Hold	60,414	–	–	2.7%	9
2024 Q3	$2.89M	Hold	60,414	–	–	2.88%	9
2024 Q2	$2.64M	Hold	60,414	–	–	2.27%	9
2024 Q1	$2.52M	Hold	60,414	–	–	3.34%	8
2023 Q4	$2.48M	Hold	60,414	–	–	3.71%	7
2023 Q3	$2.37M	Hold	60,414	–	–	2.68%	9
2023 Q2	$2.46M	Hold	60,414	–	–	3.97%	6
2023 Q1	$2.44M	Buy	60,414 +8,894	+17%	+$362K	1.81%	7
2022 Q4	$2.01M	Hold	51,520	–	–	3.15%	7
2022 Q3	$1.88M	Hold	51,520	–	–	3.39%	6
2022 Q2	$2.15M	Hold	51,520	–	–	0.27%	89
2022 Q1	$2.38M	Hold	51,520	–	–	0.26%	94
2021 Q4	$2.55M	Hold	51,520	–	–	0.28%	93
2021 Q3	$2.58M	Hold	51,520	–	–	0.3%	87
2021 Q2	$2.8M	Buy	51,520 +31,320	+155%	+$1.67M	0.31%	86
2021 Q1	$1.05M	Hold	20,200	–	–	0.12%	125
2020 Q4	$1.01M	Hold	20,200	–	–	0.14%	122
2020 Q3	$873K	Hold	20,200	–	–	0.15%	123
2020 Q2	$800K	Buy	+20,200	New	+$748K	0.15%	119

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's VWO Position: Q4 2024 in Review

Mesirow Financial Investment Management - Fixed Income held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q4 2024 at 60,414 shares worth $2.66M. The position accounts for 2.7% of the portfolio, ranked #9.

Mesirow Financial Investment Management - Fixed Income first reported a position in VWO in Q2 2020 and has held it in 19 quarters since. The position peaked at $2.89M in Q3 2024. 2,237 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

Mesirow Financial Investment Management - Fixed Income held 60,414 shares of Vanguard FTSE Emerging Markets ETF worth $2.66M as of Q4 2024.
Mesirow Financial Investment Management - Fixed Income left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q4 2024.
Vanguard FTSE Emerging Markets ETF made up 2.7% of Mesirow Financial Investment Management - Fixed Income's portfolio in Q4 2024, its #9 holding.
Mesirow Financial Investment Management - Fixed Income first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2020 and has held it in 19 quarters since.
Mesirow Financial Investment Management - Fixed Income's Vanguard FTSE Emerging Markets ETF position peaked at $2.89M in Q3 2024.
2,237 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q4 2024, filed 13 Feb 2025.