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Intercontinental Wealth Advisors’s MSCI MSCI Stock Holding History

Intercontinental Wealth Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-567
Closed -$285K – 287
2022
Q1 		$285K Sell
567
-757
-57% -$393K 0.06% 250
2021
Q4 		$811K Buy
1,324
+565
+74% +$354K 0.17% 119
2021
Q3 		$462K Sell
759
-116
-13% -$70.9K 0.11% 177
2021
Q2 		$466K Buy
875
+181
+26% +$86.3K 0.09% 184
2021
Q1 		$291K Sell
694
-99
-12% -$41.6K 0.06% 216
2020
Q4 		$354K Buy
+793
New +$311K 0.09% 182
2019
Q3 		– Sell
-356
Closed -$85K – 435
2019
Q2 		$85K Buy
+356
New +$79.8K 0.04% 174

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intercontinental Wealth Advisors's MSCI Position: Q2 2022 in Review

Intercontinental Wealth Advisors sold out of MSCI (MSCI) in Q2 2022, closing a stake of 567 shares — an estimated $285K sold.

Intercontinental Wealth Advisors first reported a position in MSCI in Q2 2019 and held it in 7 quarters. The position peaked at $811K in Q4 2021. 745 funds tracked by Wall St. Rank hold MSCI as of Q2 2022.

  • Intercontinental Wealth Advisors reported no remaining MSCI position as of Q2 2022 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 567 MSCI shares in Q2 2022, an estimated $285K.
  • Intercontinental Wealth Advisors first reported a position in MSCI in Q2 2019 and held it in 7 quarters.
  • Intercontinental Wealth Advisors's MSCI position peaked at $811K in Q4 2021.
  • 745 funds tracked by Wall St. Rank held MSCI as of Q2 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.