Intercontinental Wealth Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$4.33M	Sell	69,979 -2,715	-4%	-$164K	1.03%	13
2023 Q1	$4.27M	Sell	72,694 -2,261	-3%	-$129K	1.09%	15
2022 Q4	$4.08M	Buy	74,955 +8,437	+13%	+$444K	1.21%	10
2022 Q3	$3.25M	Sell	66,518 -5,129	-7%	-$275K	1.02%	11
2022 Q2	$3.79M	Sell	71,647 -1,889	-3%	-$107K	1.03%	12
2022 Q1	$4.53M	Sell	73,536 -3,457	-4%	-$219K	1.03%	13
2021 Q4	$5.16M	Sell	76,993 -795	-1%	-$54.3K	1.09%	11
2021 Q3	$5.46M	Sell	77,788 -4,822	-6%	-$334K	1.27%	10
2021 Q2	$5.58M	Sell	82,610 -1,357	-2%	-$92.8K	1.11%	8
2021 Q1	$5.75M	Sell	83,967 -9,358	-10%	-$648K	1.25%	10
2020 Q4	$6.3M	Sell	93,325 -1,001	-1%	-$62.9K	1.52%	9
2020 Q3	$5.57M	Buy	94,326 +212	+0.2%	+$12.1K	1.63%	9
2020 Q2	$5.17M	Sell	94,114 -2,474	-3%	-$131K	1.68%	9
2020 Q1	$4.77M	Buy	96,588 +33,424	+53%	+$1.84M	2.52%	6
2019 Q4	$3.77M	Sell	63,164 -23,670	-27%	-$1.39M	3.14%	4
2019 Q3	$4.93M	Buy	86,834 +24,270	+39%	+$1.33M	3.03%	4
2019 Q2	$3.42M	Buy	62,564 +10,028	+19%	+$546K	1.76%	8
2019 Q1	$2.88M	Buy	52,536 +24,737	+89%	+$1.33M	1.43%	12
2018 Q4	$1.41M	Sell	27,799 -31,310	-53%	-$1.72M	0.79%	27
2018 Q3	$3.56M	Buy	59,109 +1,577	+3%	+$91.7K	1.78%	7
2018 Q2	$3.33M	Buy	57,532 +29,981	+109%	+$1.81M	1.85%	7
2018 Q1	$1.67M	Buy	27,551 +59	+0.2%	+$3.62K	0.97%	27
2017 Q4	$1.65M	Buy	27,492 +251	+0.9%	+$14.7K	0.92%	28
2017 Q3	$1.52M	Buy	27,241 +3,852	+16%	+$210K	0.93%	30
2017 Q2	$1.25M	Sell	23,389 -3,004	-11%	-$159K	0.81%	33
2017 Q1	$1.36M	Buy	26,393 +2,380	+10%	+$122K	0.82%	28
2016 Q4	$1.17M	Sell	24,013 -477	-2%	-$23.8K	0.76%	32
2016 Q3	$1.23M	Sell	24,490 -3,244	-12%	-$158K	0.88%	31
2016 Q2	$1.28M	Sell	27,734 -300	-1%	-$14K	0.94%	25
2016 Q1	$1.28M	Sell	28,034 -4,186	-13%	-$188K	0.96%	26
2015 Q4	$1.56M	Buy	+32,220	New	+$1.58M	1.07%	25

Other funds holding EWJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Intercontinental Wealth Advisors reduced its iShares MSCI Japan ETF (EWJ) stake by 3.7% in Q2 2023, selling an estimated $164K and leaving 69,979 shares worth $4.33M. The position accounts for 1.03% of the portfolio, ranked #13.

Intercontinental Wealth Advisors first reported a position in EWJ in Q4 2015 and has held it in 31 quarters since. The position peaked at $6.3M in Q4 2020. 506 funds tracked by Wall St. Rank hold EWJ as of Q2 2023.

Intercontinental Wealth Advisors held 69,979 shares of iShares MSCI Japan ETF worth $4.33M as of Q2 2023.
Intercontinental Wealth Advisors sold 2,715 iShares MSCI Japan ETF shares in Q2 2023, an estimated $164K.
iShares MSCI Japan ETF made up 1.03% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #13 holding.
Intercontinental Wealth Advisors first reported a position in iShares MSCI Japan ETF in Q4 2015 and has held it in 31 quarters since.
Intercontinental Wealth Advisors's iShares MSCI Japan ETF position peaked at $6.3M in Q4 2020.
506 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2023.

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