IWA
FM

Intercontinental Wealth Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

Intercontinental Wealth Advisors’s Portfolio FM Stock Details FM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-357
Closed -$11K – 336
2019
Q4 		$11K Sell
357
-764
-68% -$22.1K 0.01% 277
2019
Q3 		$32K Hold
1,121
– – 0.02% 244
2019
Q2 		$33K Hold
1,121
– – 0.02% 238
2019
Q1 		$32K Hold
1,121
– – 0.02% 262
2018
Q4 		$29K Buy
+1,121
New +$30.6K 0.02% 270
2018
Q2 		– Sell
-6,844
Closed -$240K – 142
2018
Q1 		$240K Hold
6,844
– – 0.14% 112
2017
Q4 		$227K Hold
6,844
– – 0.13% 128
2017
Q3 		$214K Buy
+6,844
New +$206K 0.13% 124

Other funds holding FM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return