Intercontinental Wealth Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,850	Closed	-$72K	–	367
2019 Q3	$72K	Sell	1,850 -50	-3%	-$1.94K	0.04%	190
2019 Q2	$75K	Hold	1,900	–	–	0.04%	183
2019 Q1	$72K	Hold	1,900	–	–	0.04%	197
2018 Q4	$66K	Buy	+1,900	New	+$68.5K	0.04%	198

Other funds holding DWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Intercontinental Wealth Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2019, closing a stake of 1,850 shares — an estimated $72K sold.

Intercontinental Wealth Advisors first reported a position in DWX in Q4 2018 and held it in 4 quarters. The position peaked at $75K in Q2 2019. 160 funds tracked by Wall St. Rank hold DWX as of Q4 2019.

Intercontinental Wealth Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2019 after selling out during the quarter.
Intercontinental Wealth Advisors sold 1,850 State Street SPDR S&P International Dividend ETF shares in Q4 2019, an estimated $72K.
Intercontinental Wealth Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2018 and held it in 4 quarters.
Intercontinental Wealth Advisors's State Street SPDR S&P International Dividend ETF position peaked at $75K in Q2 2019.
160 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2019.

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