Intercontinental Wealth Advisors, LLC Closed Holding Positions

Intercontinental Wealth Advisors, LLC

  • $416 Million
  • Q2 2023
Stock Closed Quarter Shares Sold Price Range Trade History
XLV
Select Sector Spdr Fund Health

ETFs
Q4 2017 Filed on Feb 20, 2018
4,800
N/A
Delphi Automotive PLC
Q4 2017 Filed on Feb 20, 2018
3,071
N/A
IGOV
Ishares 1 3 International Trea

ETFs
Q4 2017 Filed on Feb 20, 2018
10,049
$48.43 - $49.92 $487K - $502K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
Q4 2017 Filed on Feb 20, 2018
25,497
$8.73 - $10.81 $223K - $276K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q4 2017 Filed on Feb 20, 2018
7,600
N/A
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q4 2017 Filed on Feb 20, 2018
4,440
N/A
ITUB
Itau Unibanco Holding S.A.

Financial Services
Q4 2017 Filed on Feb 20, 2018
21,157
$6.78 - $7.88 $143K - $167K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q3 2017 Filed on Nov 13, 2017
6,574
N/A
MCHP
Microchip Technology Inc

Technology
Q3 2017 Filed on Nov 13, 2017
3,075
$39.91 - $45.51 $123K - $140K
CSX
Csx Corp

Industrials
Q3 2017 Filed on Nov 13, 2017
3,900
$16.05 - $18.09 $62.6K - $70.6K
Legg Mason Royce U.S. Smaller
Q2 2017 Filed on Aug 09, 2017
10,919
N/A
Legg Mason Clearbridge U.S. Ap
Q2 2017 Filed on Aug 09, 2017
7,395
N/A
Investec Gsf European Equity F
Q2 2017 Filed on Aug 09, 2017
18,269
N/A
Hartford Growth Opportunities
Q2 2017 Filed on Aug 09, 2017
7,741
N/A
Franklin U.S. Small Mid Cap Gr
Q2 2017 Filed on Aug 09, 2017
67,121
N/A
Franklin Templeton Emerging Ma
Q2 2017 Filed on Aug 09, 2017
29,237
N/A
Franklin Mutual European Fund
Q2 2017 Filed on Aug 09, 2017
27,192
N/A
Fidelity Advisor World Funds D
Q2 2017 Filed on Aug 09, 2017
133,066
N/A
Cullen North American High Div
Q2 2017 Filed on Aug 09, 2017
16,301
N/A
Legg Mason Qs Mv European Equi
Q2 2017 Filed on Aug 09, 2017
14,424
N/A
Mfs International Value Fund C
Q2 2017 Filed on Aug 09, 2017
19,981
N/A
Mfs Meridian Emerging Markets
Q2 2017 Filed on Aug 09, 2017
38,396
N/A
Mfs Meridian U.S. Value Fund C
Q2 2017 Filed on Aug 09, 2017
182,244
N/A
Ab Fcp I American Growth Fund
Q2 2017 Filed on Aug 09, 2017
3,621
N/A
Ab Fcp I Japan Strategic Value
Q2 2017 Filed on Aug 09, 2017
6,394
N/A
Franklin U.S. Small Mid Cap Gr
Q2 2017 Filed on Aug 09, 2017
16,462
N/A
Ishares PLC Ishares Core Fts
Q2 2017 Filed on Aug 09, 2017
34,400
N/A
Ishares PLC Ishs Ftse Uk Divid
Q2 2017 Filed on Aug 09, 2017
15,000
N/A
Ishares Vii PLC Msci Japan Uci
Q2 2017 Filed on Aug 09, 2017
2,300
N/A
Amcap Fund Class A
Q2 2017 Filed on Aug 09, 2017
6,951
N/A
CKHUY
Ck Hutchison Holdings Limited

Industrials
Q2 2017 Filed on Aug 09, 2017
15,026
N/A
KDDIY
Kddi Corporation Unsponsored A

Communication Services
Q2 2017 Filed on Aug 09, 2017
13,810
N/A
Virtus Kar Small Cap Value Fu
Q2 2017 Filed on Aug 09, 2017
274,488
N/A
Thornburg International Value
Q2 2017 Filed on Aug 09, 2017
48,313
N/A
Templeton Frontier Markets Fun
Q2 2017 Filed on Aug 09, 2017
32,019
N/A
Templeton Developing Markets T
Q2 2017 Filed on Aug 09, 2017
43,144
N/A
Nuveen Santa Barbara Global Di
Q2 2017 Filed on Aug 09, 2017
35,774
N/A
Mfs Value Fund Class A
Q2 2017 Filed on Aug 09, 2017
24,973
N/A
TLSYY
Telstra Crp LTD Ads(Rp 5 Ord)

Communication Services
Q2 2017 Filed on Aug 09, 2017
11,378
N/A
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