Stewardship Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Stewardship Financial 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
2020 Q2	–	Sell	-89,100	Closed	-$2.99M	–	81
2020 Q1	$2.99M	Sell	89,100 -588	-0.7%	-$24K	1.52%	14
2019 Q4	$3.99M	Sell	89,688 -886	-1%	-$37.5K	1.46%	14
2019 Q3	$3.65M	Sell	90,574 -575	-0.6%	-$23.7K	1.54%	14
2019 Q2	$3.88M	Sell	91,149 -2,300	-2%	-$96.8K	1.68%	14
2019 Q1	$3.97M	Sell	93,449 -132,208	-59%	-$5.44M	1.83%	13
2018 Q4	$8.6M	Buy	225,657 +225,209	+50,270%	+$8.72M	4.41%	8
2018 Q3	$18K	Buy	+448	New	+$18.8K	0.01%	67

Other funds holding VWO

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

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

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

Stewardship Financial Advisors's VWO Position: Q2 2020 in Review

Stewardship Financial Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2020, closing a stake of 89,100 shares — an estimated $2.99M sold.

Stewardship Financial Advisors first reported a position in VWO in Q3 2018 and held it in 7 quarters. The position peaked at $8.6M in Q4 2018. 1,435 funds tracked by Wall St. Rank hold VWO as of Q2 2020.

Stewardship Financial Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
Stewardship Financial Advisors sold 89,100 Vanguard FTSE Emerging Markets ETF shares in Q2 2020, an estimated $2.99M.
Stewardship Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2018 and held it in 7 quarters.
Stewardship Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $8.6M in Q4 2018.
1,435 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2020.

Based on Stewardship Financial Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.