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Intercontinental Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Intercontinental Wealth Advisors’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$3.42M Buy
47,112
+1,012
+2% +$73.5K 0.82% 17
2023
Q1 		$3.3M Sell
46,100
-2,870
-6% -$201K 0.84% 19
2022
Q4 		$3.21M Buy
48,970
+2,580
+6% +$162K 0.96% 14
2022
Q3 		$2.6M Sell
46,390
-1,347
-3% -$84K 0.82% 16
2022
Q2 		$2.98M Buy
47,737
+18,056
+61% +$1.23M 0.81% 15
2022
Q1 		$2.19M Buy
29,681
+8,108
+38% +$606K 0.5% 28
2021
Q4 		$1.7M Buy
21,573
+6,786
+46% +$537K 0.36% 46
2021
Q3 		$1.15M Sell
14,787
-564
-4% -$45.1K 0.27% 77
2021
Q2 		$1.21M Sell
15,351
-8
-0.1% -$636 0.24% 80
2021
Q1 		$1.17M Sell
15,359
-5,088
-25% -$383K 0.25% 79
2020
Q4 		$1.49M Buy
20,447
+117
+0.6% +$8K 0.36% 48
2020
Q3 		$1.29M Buy
20,330
+600
+3% +$38.4K 0.38% 49
2020
Q2 		$1.2M Sell
19,730
-3,696
-16% -$214K 0.39% 50
2020
Q1 		$1.25M Sell
23,426
-1,863
-7% -$118K 0.66% 29
2019
Q4 		$1.76M Sell
25,289
-16,085
-39% -$1.09M 1.46% 13
2019
Q3 		$2.7M Sell
41,374
-2,914
-7% -$188K 1.66% 11
2019
Q2 		$2.91M Sell
44,288
-5,651
-11% -$370K 1.5% 12
2019
Q1 		$3.24M Sell
49,939
-2,051
-4% -$129K 1.61% 9
2018
Q4 		$3.06M Buy
51,990
+11,074
+27% +$692K 1.71% 8
2018
Q3 		$2.78M Buy
40,916
+980
+2% +$66.2K 1.39% 12
2018
Q2 		$2.67M Buy
39,936
+3,065
+8% +$215K 1.49% 10
2018
Q1 		$2.57M Buy
36,871
+7,010
+23% +$500K 1.49% 9
2017
Q4 		$2.1M Sell
29,861
-37
-0.1% -$2.57K 1.18% 22
2017
Q3 		$2.05M Buy
29,898
+675
+2% +$45.1K 1.25% 24
2017
Q2 		$1.91M Buy
29,223
+3,660
+14% +$237K 1.22% 24
2017
Q1 		$1.59M Sell
25,563
-630
-2% -$38.1K 0.95% 25
2016
Q4 		$1.51M Sell
26,193
-1,574
-6% -$90.8K 0.98% 24
2016
Q3 		$1.64M Buy
27,767
+12,350
+80% +$716K 1.17% 24
2016
Q2 		$861K Buy
15,417
+595
+4% +$34.2K 0.63% 38
2016
Q1 		$847K Sell
14,822
-7,689
-34% -$424K 0.64% 36
2015
Q4 		$1.32M Buy
+22,511
New +$1.36M 0.91% 27

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Intercontinental Wealth Advisors's EFA Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 2.2% in Q2 2023, buying an estimated $73.5K and bringing the position to 47,112 shares worth $3.42M. The position accounts for 0.82% of the portfolio, ranked #17.

Intercontinental Wealth Advisors first reported a position in EFA in Q4 2015 and has held it in 31 quarters since. 1,779 funds tracked by Wall St. Rank hold EFA as of Q2 2023.

  • Intercontinental Wealth Advisors held 47,112 shares of iShares MSCI EAFE ETF worth $3.42M as of Q2 2023.
  • Intercontinental Wealth Advisors bought 1,012 iShares MSCI EAFE ETF shares in Q2 2023, an estimated $73.5K.
  • iShares MSCI EAFE ETF made up 0.82% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #17 holding.
  • Intercontinental Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 31 quarters since.
  • 1,779 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.