IWA
TLTD icon

Intercontinental Wealth Advisors’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

Intercontinental Wealth Advisors’s Portfolio TLTD Stock Details TLTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-800
Closed -$51K – 291
2019
Q4 		$51K Buy
+800
New +$50.3K 0.04% 184

Other funds holding TLTD

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return

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

Intercontinental Wealth Advisors sold out of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) in Q1 2020, closing a stake of 800 shares — an estimated $51K sold.

Intercontinental Wealth Advisors first reported a position in TLTD in Q4 2019 and held it in 1 quarter. The position peaked at $51K in Q4 2019. 44 funds tracked by Wall St. Rank hold TLTD as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 800 FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund shares in Q1 2020, an estimated $51K.
  • Intercontinental Wealth Advisors first reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in Q4 2019 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund position peaked at $51K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund as of Q1 2020.

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