Intercontinental Wealth Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.08M	Sell	23,509 -527	-2%	-$24K	0.26%	91
2023 Q1	$1.08M	Hold	24,036	–	–	0.28%	81
2022 Q4	$949K	Buy	24,036 +289	+1%	+$10.8K	0.28%	83
2022 Q3	$759K	Hold	23,747	–	–	0.24%	97
2022 Q2	$863K	Buy	+23,747	New	+$951K	0.23%	98
2020 Q1	–	Sell	-8	Closed	–	–	208
2019 Q4	$0	Hold	8	–	–	﹤0.01%	375
2019 Q3	$0	Hold	8	–	–	﹤0.01%	426
2019 Q2	$0	Hold	8	–	–	﹤0.01%	407
2019 Q1	$0	Hold	8	–	–	﹤0.01%	438
2018 Q4	$0	Buy	+8	New	+$299	﹤0.01%	444
2017 Q2	–	Sell	-7,948	Closed	-$299K	–	131
2017 Q1	$299K	Hold	7,948	–	–	0.18%	103
2016 Q4	$275K	Buy	+7,948	New	+$269K	0.18%	116

Other funds holding EZU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

Intercontinental Wealth Advisors reduced its iShare MSCI Eurozone ETF (EZU) stake by 2.2% in Q2 2023, selling an estimated $24K and leaving 23,509 shares worth $1.08M. The position accounts for 0.26% of the portfolio, ranked #91.

Intercontinental Wealth Advisors first reported a position in EZU in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.08M in Q1 2023. 270 funds tracked by Wall St. Rank hold EZU as of Q2 2023.

Intercontinental Wealth Advisors held 23,509 shares of iShare MSCI Eurozone ETF worth $1.08M as of Q2 2023.
Intercontinental Wealth Advisors sold 527 iShare MSCI Eurozone ETF shares in Q2 2023, an estimated $24K.
iShare MSCI Eurozone ETF made up 0.26% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #91 holding.
Intercontinental Wealth Advisors first reported a position in iShare MSCI Eurozone ETF in Q4 2016 and has held it in 12 quarters since.
Intercontinental Wealth Advisors's iShare MSCI Eurozone ETF position peaked at $1.08M in Q1 2023.
270 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2023.

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