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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Paloma Partners Greenwich, Connecticut $1.36B AUM 249.29% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

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

Intercontinental Wealth Advisors's FM Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q1 2020, closing a stake of 357 shares — an estimated $11K sold.

Intercontinental Wealth Advisors first reported a position in FM in Q3 2017 and held it in 8 quarters. The position peaked at $240K in Q1 2018. 115 funds tracked by Wall St. Rank hold FM as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 357 iShares Frontier and Select EM ETF shares in Q1 2020, an estimated $11K.
Intercontinental Wealth Advisors first reported a position in iShares Frontier and Select EM ETF in Q3 2017 and held it in 8 quarters.
Intercontinental Wealth Advisors's iShares Frontier and Select EM ETF position peaked at $240K in Q1 2018.
115 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.