Intercontinental Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Intercontinental Wealth Advisors’s Portfolio VWO Stock Details VWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$900K	Sell	22,136 -298	-1%	-$12K	0.22%	107
2023 Q1	$906K	Buy	22,434 +285	+1%	+$11.6K	0.23%	104
2022 Q4	$863K	Buy	22,149 +2,168	+11%	+$82.7K	0.26%	92
2022 Q3	$729K	Hold	19,981	–	–	0.23%	101
2022 Q2	$832K	Hold	19,981	–	–	0.23%	99
2022 Q1	$922K	Hold	19,981	–	–	0.21%	95
2021 Q4	$988K	Sell	19,981 -400	-2%	-$20.2K	0.21%	99
2021 Q3	$1.02M	Sell	20,381 -5,005	-20%	-$259K	0.24%	86
2021 Q2	$1.38M	Hold	25,386	–	–	0.27%	62
2021 Q1	$1.32M	Sell	25,386 -2,298	-8%	-$122K	0.29%	66
2020 Q4	$1.39M	Sell	27,684 -2,153	-7%	-$101K	0.33%	56
2020 Q3	$1.29M	Buy	29,837 +8,700	+41%	+$378K	0.38%	50
2020 Q2	$837K	Sell	21,137 -32,344	-60%	-$1.2M	0.27%	79
2020 Q1	$1.79M	Buy	53,481 +9,842	+23%	+$401K	0.95%	16
2019 Q4	$1.9M	Sell	43,639 -17,035	-28%	-$722K	1.58%	12
2019 Q3	$2.44M	Sell	60,674 -3,041	-5%	-$126K	1.5%	14
2019 Q2	$2.71M	Sell	63,715 -3,765	-6%	-$158K	1.4%	13
2019 Q1	$2.87M	Sell	67,480 -9,058	-12%	-$373K	1.42%	13
2018 Q4	$2.92M	Buy	76,538 +1,778	+2%	+$68.9K	1.63%	9
2018 Q3	$3.06M	Sell	74,760 -3,342	-4%	-$141K	1.54%	10
2018 Q2	$3.3M	Sell	78,102 -734	-0.9%	-$33.1K	1.83%	8
2018 Q1	$3.7M	Sell	78,836 -580	-0.7%	-$27.8K	2.15%	7
2017 Q4	$3.65M	Buy	79,416 +1,411	+2%	+$63.1K	2.04%	9
2017 Q3	$3.4M	Buy	78,005 +7,420	+11%	+$321K	2.08%	8
2017 Q2	$2.88M	Buy	70,585 +47,213	+202%	+$1.91M	1.85%	11
2017 Q1	$928K	Sell	23,372 -703	-3%	-$27.1K	0.56%	43
2016 Q4	$861K	Sell	24,075 -900	-4%	-$33K	0.56%	42
2016 Q3	$940K	Sell	24,975 -6,500	-21%	-$242K	0.67%	39
2016 Q2	$1.11M	Sell	31,475 -70	-0.2%	-$2.39K	0.82%	32
2016 Q1	$1.09M	Sell	31,545 -5,566	-15%	-$175K	0.82%	32
2015 Q4	$1.21M	Buy	+37,111	New	+$1.28M	0.83%	30

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

Intercontinental Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.3% in Q2 2023, selling an estimated $12K and leaving 22,136 shares worth $900K. The position accounts for 0.22% of the portfolio, ranked #107.

Intercontinental Wealth Advisors first reported a position in VWO in Q4 2015 and has held it in 31 quarters since. The position peaked at $3.7M in Q1 2018. 1,939 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

Intercontinental Wealth Advisors held 22,136 shares of Vanguard FTSE Emerging Markets ETF worth $900K as of Q2 2023.
Intercontinental Wealth Advisors sold 298 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $12K.
Vanguard FTSE Emerging Markets ETF made up 0.22% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #107 holding.
Intercontinental Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2015 and has held it in 31 quarters since.
Intercontinental Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $3.7M in Q1 2018.
1,939 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

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