Northwest & Ethical Investments’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Northwest & Ethical 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
2015 Q1	–	Sell	-4,854	Closed	-$194K	–	229
2014 Q4	$194K	Buy	+4,854	New	+$200K	0.01%	209
2014 Q3	–	Sell	-6,031	Closed	-$260K	–	232
2014 Q2	$260K	Buy	+6,031	New	+$254K	0.02%	213

Other funds holding VWO

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

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

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

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northwest & Ethical Investments's VWO Position: Q1 2015 in Review

Northwest & Ethical Investments sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2015, closing a stake of 4,854 shares — an estimated $194K sold.

Northwest & Ethical Investments first reported a position in VWO in Q2 2014 and held it in 2 quarters. The position peaked at $260K in Q2 2014. 887 funds tracked by Wall St. Rank hold VWO as of Q1 2015.

Northwest & Ethical Investments reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2015 after selling out during the quarter.
Northwest & Ethical Investments sold 4,854 Vanguard FTSE Emerging Markets ETF shares in Q1 2015, an estimated $194K.
Northwest & Ethical Investments first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2014 and held it in 2 quarters.
Northwest & Ethical Investments's Vanguard FTSE Emerging Markets ETF position peaked at $260K in Q2 2014.
887 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2015.

Based on Northwest & Ethical Investments's 13F filing for Q1 2015, filed 8 Jul 2025.