Intercontinental Wealth Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-9,048	Closed	-$304K	–	278
2022 Q1	$304K	Hold	9,048	–	–	0.07%	240
2021 Q4	$300K	Hold	9,048	–	–	0.06%	243
2021 Q3	$292K	Hold	9,048	–	–	0.07%	235
2021 Q2	$296K	Hold	9,048	–	–	0.06%	237
2021 Q1	$283K	Hold	9,048	–	–	0.06%	222
2020 Q4	$265K	Hold	9,048	–	–	0.06%	210
2020 Q3	$231K	Hold	9,048	–	–	0.07%	177
2020 Q2	$233K	Sell	9,048 -474	-5%	-$12K	0.08%	165
2020 Q1	$227K	Buy	9,522 +2,081	+28%	+$62.3K	0.12%	145
2019 Q4	$246K	Buy	7,441 +6,702	+907%	+$218K	0.21%	83
2019 Q3	$23K	Hold	739	–	–	0.01%	268
2019 Q2	$24K	Hold	739	–	–	0.01%	264
2019 Q1	$24K	Hold	739	–	–	0.01%	291
2018 Q4	$22K	Buy	+739	New	+$23.3K	0.01%	297

Other funds holding EWU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Intercontinental Wealth Advisors's EWU Position: Q2 2022 in Review

Intercontinental Wealth Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2022, closing a stake of 9,048 shares — an estimated $304K sold.

Intercontinental Wealth Advisors first reported a position in EWU in Q4 2018 and held it in 14 quarters. The position peaked at $304K in Q1 2022. 242 funds tracked by Wall St. Rank hold EWU as of Q2 2022.

Intercontinental Wealth Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2022 after selling out during the quarter.
Intercontinental Wealth Advisors sold 9,048 iShares MSCI United Kingdom ETF shares in Q2 2022, an estimated $304K.
Intercontinental Wealth Advisors first reported a position in iShares MSCI United Kingdom ETF in Q4 2018 and held it in 14 quarters.
Intercontinental Wealth Advisors's iShares MSCI United Kingdom ETF position peaked at $304K in Q1 2022.
242 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.