Intercontinental Wealth Advisors’s iShares MSCI Mexico ETF EWW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,233	Closed	-$407K	–	306
2022 Q4	$407K	Hold	8,233	–	–	0.12%	189
2022 Q3	$364K	Sell	8,233 -8,743	-52%	-$403K	0.11%	199
2022 Q2	$791K	Buy	16,976 +3,255	+24%	+$163K	0.21%	103
2022 Q1	$754K	Hold	13,721	–	–	0.17%	118
2021 Q4	$694K	Hold	13,721	–	–	0.15%	140
2021 Q3	$662K	Hold	13,721	–	–	0.15%	130
2021 Q2	$658K	Hold	13,721	–	–	0.13%	134
2021 Q1	$601K	Buy	+13,721	New	+$589K	0.13%	137
2019 Q1	–	Sell	-135	Closed	-$6K	–	434
2018 Q4	$6K	Buy	+135	New	+$5.87K	﹤0.01%	386
2017 Q4	–	Sell	-9,005	Closed	-$492K	–	153
2017 Q3	$492K	Buy	9,005 +880	+11%	+$49.5K	0.3%	56
2017 Q2	$438K	Hold	8,125	–	–	0.28%	61
2017 Q1	$416K	Sell	8,125 -200	-2%	-$9.28K	0.25%	77
2016 Q4	$366K	Sell	8,325 -94	-1%	-$4.42K	0.24%	83
2016 Q3	$408K	Sell	8,419 -5,435	-39%	-$273K	0.29%	73
2016 Q2	$698K	Sell	13,854 -15	-0.1%	-$764	0.51%	46
2016 Q1	$745K	Buy	+13,869	New	+$673K	0.56%	43

Other funds holding EWW

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return

NRA

NSI Retail Advisors Warrendale, Pennsylvania $629M AUM 18.3% 1-Year Est. Return

Intercontinental Wealth Advisors's EWW Position: Q1 2023 in Review

Intercontinental Wealth Advisors sold out of iShares MSCI Mexico ETF (EWW) in Q1 2023, closing a stake of 8,233 shares — an estimated $407K sold.

Intercontinental Wealth Advisors first reported a position in EWW in Q1 2016 and held it in 16 quarters. The position peaked at $791K in Q2 2022. 217 funds tracked by Wall St. Rank hold EWW as of Q1 2023.

Intercontinental Wealth Advisors reported no remaining iShares MSCI Mexico ETF position as of Q1 2023 after selling out during the quarter.
Intercontinental Wealth Advisors sold 8,233 iShares MSCI Mexico ETF shares in Q1 2023, an estimated $407K.
Intercontinental Wealth Advisors first reported a position in iShares MSCI Mexico ETF in Q1 2016 and held it in 16 quarters.
Intercontinental Wealth Advisors's iShares MSCI Mexico ETF position peaked at $791K in Q2 2022.
217 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q1 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.