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Intercontinental Wealth Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Intercontinental Wealth Advisors’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,919
Closed -$263K – 254
2020
Q3 		$263K Buy
+10,919
New +$263K 0.08% 168

Other funds holding CWI

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
RA
Reby Advisors Danbury, Connecticut $382M AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Intercontinental Wealth Advisors's CWI Position: Q4 2020 in Review

Intercontinental Wealth Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2020, closing a stake of 10,919 shares — an estimated $263K sold.

Intercontinental Wealth Advisors first reported a position in CWI in Q3 2020 and held it in 1 quarter. The position peaked at $263K in Q3 2020. 174 funds tracked by Wall St. Rank hold CWI as of Q4 2020.

  • Intercontinental Wealth Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 10,919 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2020, an estimated $263K.
  • Intercontinental Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2020 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $263K in Q3 2020.
  • 174 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2020, filed 19 Feb 2021.