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New World Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

New World Advisors’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
Q3 		– Sell
-15,047
Closed -$640K – 24
2019
Q2 		$640K Buy
15,047
+4,397
+41% +$185K 0.46% 9
2019
Q1 		$453K Buy
10,650
+3,058
+40% +$126K 0.32% 7
2018
Q4 		$289K Buy
+7,592
New +$294K 0.24% 5

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return

New World Advisors's VWO Position: Q3 2019 in Review

New World Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2019, closing a stake of 15,047 shares — an estimated $640K sold.

New World Advisors first reported a position in VWO in Q4 2018 and held it in 3 quarters. The position peaked at $640K in Q2 2019. 1,385 funds tracked by Wall St. Rank hold VWO as of Q3 2019.

  • New World Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
  • New World Advisors sold 15,047 Vanguard FTSE Emerging Markets ETF shares in Q3 2019, an estimated $640K.
  • New World Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and held it in 3 quarters.
  • New World Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $640K in Q2 2019.
  • 1,385 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2019.

Based on New World Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.