Intercontinental Wealth Advisors’s Global X MSCI Next Emerging & Frontier ETF EMFM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-10,462	Closed	-$202K	–	284
2020 Q4	$202K	Hold	10,462	–	–	0.05%	246
2020 Q3	$174K	Sell	10,462 -10,265	-50%	-$172K	0.05%	197
2020 Q2	$339K	Buy	20,727 +3,652	+21%	+$57.8K	0.11%	135
2020 Q1	$246K	Buy	17,075 +11,118	+187%	+$202K	0.13%	134
2019 Q4	$118K	Sell	5,957 -1,118	-16%	-$22.5K	0.1%	143
2019 Q3	$141K	Hold	7,075	–	–	0.09%	145
2019 Q2	$149K	Hold	7,075	–	–	0.08%	143
2019 Q1	$145K	Hold	7,075	–	–	0.07%	145
2018 Q4	$139K	Sell	7,075 -4,174	-37%	-$85.4K	0.08%	145
2018 Q3	$242K	Hold	11,249	–	–	0.12%	115
2018 Q2	$241K	Hold	11,249	–	–	0.13%	112
2018 Q1	$276K	Hold	11,249	–	–	0.16%	104
2017 Q4	$270K	Buy	11,249 +2,539	+29%	+$59.3K	0.15%	109
2017 Q3	$201K	Buy	+8,710	New	+$198K	0.12%	132

Other funds holding EMFM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NFG

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

Intercontinental Wealth Advisors's EMFM Position: Q1 2021 in Review

Intercontinental Wealth Advisors sold out of Global X MSCI Next Emerging & Frontier ETF (EMFM) in Q1 2021, closing a stake of 10,462 shares — an estimated $202K sold.

Intercontinental Wealth Advisors first reported a position in EMFM in Q3 2017 and held it in 14 quarters. The position peaked at $339K in Q2 2020. 10 funds tracked by Wall St. Rank hold EMFM as of Q1 2021.

Intercontinental Wealth Advisors reported no remaining Global X MSCI Next Emerging & Frontier ETF position as of Q1 2021 after selling out during the quarter.
Intercontinental Wealth Advisors sold 10,462 Global X MSCI Next Emerging & Frontier ETF shares in Q1 2021, an estimated $202K.
Intercontinental Wealth Advisors first reported a position in Global X MSCI Next Emerging & Frontier ETF in Q3 2017 and held it in 14 quarters.
Intercontinental Wealth Advisors's Global X MSCI Next Emerging & Frontier ETF position peaked at $339K in Q2 2020.
10 funds tracked by Wall St. Rank held Global X MSCI Next Emerging & Frontier ETF as of Q1 2021.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.