Intercontinental Wealth Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$843K	Sell	24,105 -300	-1%	-$10.4K	0.2%	114
2023 Q1	$834K	Sell	24,405 -2,918	-11%	-$100K	0.21%	115
2022 Q4	$894K	Buy	27,323 +198	+0.7%	+$6.56K	0.27%	87
2022 Q3	$834K	Buy	27,125 +308	+1%	+$10.5K	0.26%	89
2022 Q2	$903K	Buy	26,817 +88	+0.3%	+$3.26K	0.24%	93
2022 Q1	$1.07M	Sell	26,729 -1,171	-4%	-$45.2K	0.24%	84
2021 Q4	$1.07M	Hold	27,900	–	–	0.23%	95
2021 Q3	$1.01M	Sell	27,900 -296	-1%	-$11K	0.24%	87
2021 Q2	$1.05M	Hold	28,196	–	–	0.21%	91
2021 Q1	$960K	Hold	28,196	–	–	0.21%	92
2020 Q4	$870K	Hold	28,196	–	–	0.21%	93
2020 Q3	$773K	Hold	28,196	–	–	0.23%	88
2020 Q2	$730K	Sell	28,196 -3,940	-12%	-$96.3K	0.24%	91
2020 Q1	$702K	Buy	32,136 +7,420	+30%	+$203K	0.37%	71
2019 Q4	$747K	Sell	24,716 -15,969	-39%	-$466K	0.62%	31
2019 Q3	$1.18M	Hold	40,685	–	–	0.72%	34
2019 Q2	$1.16M	Sell	40,685 -359	-0.9%	-$10.1K	0.6%	33
2019 Q1	$1.13M	Sell	41,044 -1,239	-3%	-$33.4K	0.56%	35
2018 Q4	$1.01M	Buy	42,283 +11,850	+39%	+$313K	0.57%	36
2018 Q3	$876K	Buy	30,433 +108	+0.4%	+$3.11K	0.44%	40
2018 Q2	$865K	Hold	30,325	–	–	0.48%	42
2018 Q1	$836K	Buy	30,325 +590	+2%	+$16.9K	0.48%	45
2017 Q4	$881K	Hold	29,735	–	–	0.49%	41
2017 Q3	$861K	Hold	29,735	–	–	0.53%	40
2017 Q2	$796K	Buy	29,735 +20,905	+237%	+$553K	0.51%	41
2017 Q1	$237K	Hold	8,830	–	–	0.14%	121
2016 Q4	$231K	Buy	+8,830	New	+$228K	0.15%	131

Other funds holding EWC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

Intercontinental Wealth Advisors reduced its iShares MSCI Canada ETF (EWC) stake by 1.2% in Q2 2023, selling an estimated $10.4K and leaving 24,105 shares worth $843K. The position accounts for 0.2% of the portfolio, ranked #114.

Intercontinental Wealth Advisors first reported a position in EWC in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.18M in Q3 2019. 264 funds tracked by Wall St. Rank hold EWC as of Q2 2023.

Intercontinental Wealth Advisors held 24,105 shares of iShares MSCI Canada ETF worth $843K as of Q2 2023.
Intercontinental Wealth Advisors sold 300 iShares MSCI Canada ETF shares in Q2 2023, an estimated $10.4K.
iShares MSCI Canada ETF made up 0.2% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #114 holding.
Intercontinental Wealth Advisors first reported a position in iShares MSCI Canada ETF in Q4 2016 and has held it in 27 quarters since.
Intercontinental Wealth Advisors's iShares MSCI Canada ETF position peaked at $1.18M in Q3 2019.
264 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2023.

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