Intercontinental Wealth Advisors’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Intercontinental Wealth Advisors’s Portfolio AAXJ Stock Details AAXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-467	Closed	-$31K	–	348
2019 Q3	$31K	Hold	467	–	–	0.02%	245
2019 Q2	$33K	Hold	467	–	–	0.02%	237
2019 Q1	$33K	Hold	467	–	–	0.02%	259
2018 Q4	$30K	Buy	+467	New	+$30.3K	0.02%	263

Other funds holding AAXJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

Intercontinental Wealth Advisors's AAXJ Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q4 2019, closing a stake of 467 shares — an estimated $31K sold.

Intercontinental Wealth Advisors first reported a position in AAXJ in Q4 2018 and held it in 4 quarters. The position peaked at $33K in Q2 2019. 206 funds tracked by Wall St. Rank hold AAXJ as of Q4 2019.

Intercontinental Wealth Advisors reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q4 2019 after selling out during the quarter.
Intercontinental Wealth Advisors sold 467 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2019, an estimated $31K.
Intercontinental Wealth Advisors first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2018 and held it in 4 quarters.
Intercontinental Wealth Advisors's iShares MSCI All Country Asia ex Japan ETF position peaked at $33K in Q2 2019.
206 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.