Intercontinental Wealth Advisors’s iShares MSCI Poland ETF EPOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-17,443	Closed	-$290K	–	207
2020 Q2	$290K	Sell	17,443 -982	-5%	-$15.3K	0.09%	150
2020 Q1	$253K	Buy	18,425 +3,523	+24%	+$64.5K	0.13%	127
2019 Q4	$307K	Sell	14,902 -4,966	-25%	-$106K	0.26%	68
2019 Q3	$410K	Hold	19,868	–	–	0.25%	68
2019 Q2	$472K	Sell	19,868 -4,702	-19%	-$107K	0.24%	60
2019 Q1	$562K	Sell	24,570 -1,732	-7%	-$40.7K	0.28%	52
2018 Q4	$606K	Sell	26,302 -9,016	-26%	-$205K	0.34%	46
2018 Q3	$843K	Buy	35,318 +581	+2%	+$13.6K	0.42%	43
2018 Q2	$757K	Buy	34,737 +1,270	+4%	+$30.6K	0.42%	44
2018 Q1	$840K	Buy	+33,467	New	+$918K	0.49%	44

Other funds holding EPOL

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

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

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

Intercontinental Wealth Advisors's EPOL Position: Q3 2020 in Review

Intercontinental Wealth Advisors sold out of iShares MSCI Poland ETF (EPOL) in Q3 2020, closing a stake of 17,443 shares — an estimated $290K sold.

Intercontinental Wealth Advisors first reported a position in EPOL in Q1 2018 and held it in 10 quarters. The position peaked at $843K in Q3 2018. 48 funds tracked by Wall St. Rank hold EPOL as of Q3 2020.

Intercontinental Wealth Advisors reported no remaining iShares MSCI Poland ETF position as of Q3 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 17,443 iShares MSCI Poland ETF shares in Q3 2020, an estimated $290K.
Intercontinental Wealth Advisors first reported a position in iShares MSCI Poland ETF in Q1 2018 and held it in 10 quarters.
Intercontinental Wealth Advisors's iShares MSCI Poland ETF position peaked at $843K in Q3 2018.
48 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q3 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q3 2020, filed 19 Jan 2021.