IWA
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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 $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return