Intercontinental Wealth Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13,527	Closed	-$378K	–	307
2022 Q4	$378K	Hold	13,527	–	–	0.11%	202
2022 Q3	$401K	Sell	13,527 -8,635	-39%	-$255K	0.13%	186
2022 Q2	$607K	Buy	22,162 +5,158	+30%	+$171K	0.16%	136
2022 Q1	$643K	Hold	17,004	–	–	0.15%	144
2021 Q4	$477K	Hold	17,004	–	–	0.1%	193
2021 Q3	$546K	Hold	17,004	–	–	0.13%	155
2021 Q2	$689K	Hold	17,004	–	–	0.14%	126
2021 Q1	$569K	Buy	+17,004	New	+$589K	0.12%	148
2020 Q1	–	Sell	-8,757	Closed	-$394K	–	207
2019 Q4	$394K	Sell	8,757 -6,259	-42%	-$274K	0.33%	55
2019 Q3	$633K	Buy	15,016 +14,791	+6,574%	+$638K	0.39%	50
2019 Q2	$10K	Hold	225	–	–	0.01%	325
2019 Q1	$9K	Buy	+225	New	+$9.67K	﹤0.01%	361

Other funds holding EWZ

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

MPM

MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

Intercontinental Wealth Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2023, closing a stake of 13,527 shares — an estimated $378K sold.

Intercontinental Wealth Advisors first reported a position in EWZ in Q1 2019 and held it in 12 quarters. The position peaked at $689K in Q2 2021. 240 funds tracked by Wall St. Rank hold EWZ as of Q1 2023.

Intercontinental Wealth Advisors reported no remaining iShares MSCI Brazil ETF position as of Q1 2023 after selling out during the quarter.
Intercontinental Wealth Advisors sold 13,527 iShares MSCI Brazil ETF shares in Q1 2023, an estimated $378K.
Intercontinental Wealth Advisors first reported a position in iShares MSCI Brazil ETF in Q1 2019 and held it in 12 quarters.
Intercontinental Wealth Advisors's iShares MSCI Brazil ETF position peaked at $689K in Q2 2021.
240 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2023.

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