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Intercontinental Wealth Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Intercontinental Wealth Advisors’s Portfolio VNQI Stock Details VNQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$342K Hold
8,500
– – 0.08% 242
2023
Q1 		$345K Hold
8,500
– – 0.09% 245
2022
Q4 		$351K Buy
+8,500
New +$339K 0.1% 216

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Intercontinental Wealth Advisors's VNQI Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its Vanguard Global ex-US Real Estate ETF (VNQI) position steady in Q2 2023 at 8,500 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #242.

Intercontinental Wealth Advisors first reported a position in VNQI in Q4 2022 and has held it in 3 quarters since. The position peaked at $351K in Q4 2022. 332 funds tracked by Wall St. Rank hold VNQI as of Q2 2023.

  • Intercontinental Wealth Advisors held 8,500 shares of Vanguard Global ex-US Real Estate ETF worth $342K as of Q2 2023.
  • Intercontinental Wealth Advisors left its Vanguard Global ex-US Real Estate ETF share count unchanged in Q2 2023.
  • Vanguard Global ex-US Real Estate ETF made up 0.08% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #242 holding.
  • Intercontinental Wealth Advisors first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2022 and has held it in 3 quarters since.
  • Intercontinental Wealth Advisors's Vanguard Global ex-US Real Estate ETF position peaked at $351K in Q4 2022.
  • 332 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.