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Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

MSCI holding history

MSCI Inc. in every 13F filed by Intercontinental Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSCI overviewAll 13F holders of MSCIFull Q2 2023 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of MSCI by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−567−100.0%Sold outHolders
Q1 2022567$285.0K0.1%−757−57.2%ReducedHolders
Q4 20211,324$811.0K0.2%+565+74.4%AddedHolders
Q3 2021759$462.0K0.1%−116−13.3%ReducedHolders
Q2 2021875$466.0K0.1%+181+26.1%AddedHolders
Q1 2021694$291.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.