Vanguard Capital Wealth Advisors’s Invesco MSCI Emerging Markets Equal Country Weight ETF EWEM Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio EWEM Stock Details EWEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$248K	Sell	19,338 -480	-2%	-$14.9K	0.26%	109
2019 Q3	$595K	Sell	19,818 -305	-2%	-$9.38K	0.69%	42
2019 Q2	$645K	Buy	20,123 +778	+4%	+$24.6K	0.78%	42
2019 Q1	$614K	Sell	19,345 -2,155	-10%	-$68.3K	0.77%	40
2018 Q4	$636K	Buy	+21,500	New	+$650K	0.95%	32

Other funds holding EWEM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CMO

Covenant Multifamily Offices San Antonio, Texas $557M AUM 25.75% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Wealth Advisors's EWEM Position: Q4 2019 in Review

Vanguard Capital Wealth Advisors reduced its Invesco MSCI Emerging Markets Equal Country Weight ETF (EWEM) stake by 2.4% in Q4 2019, selling an estimated $14.9K and leaving 19,338 shares worth $248K. The position accounts for 0.26% of the portfolio, ranked #109.

Vanguard Capital Wealth Advisors first reported a position in EWEM in Q4 2018 and has held it in 5 quarters since. The position peaked at $645K in Q2 2019. 12 funds tracked by Wall St. Rank hold EWEM as of Q4 2019.

Vanguard Capital Wealth Advisors held 19,338 shares of Invesco MSCI Emerging Markets Equal Country Weight ETF worth $248K as of Q4 2019.
Vanguard Capital Wealth Advisors sold 480 Invesco MSCI Emerging Markets Equal Country Weight ETF shares in Q4 2019, an estimated $14.9K.
Invesco MSCI Emerging Markets Equal Country Weight ETF made up 0.26% of Vanguard Capital Wealth Advisors's portfolio in Q4 2019, its #109 holding.
Vanguard Capital Wealth Advisors first reported a position in Invesco MSCI Emerging Markets Equal Country Weight ETF in Q4 2018 and has held it in 5 quarters since.
Vanguard Capital Wealth Advisors's Invesco MSCI Emerging Markets Equal Country Weight ETF position peaked at $645K in Q2 2019.
12 funds tracked by Wall St. Rank held Invesco MSCI Emerging Markets Equal Country Weight ETF as of Q4 2019.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2019, filed 28 Jan 2020.