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Etesian Wealth Advisors’s Polen Capital International Growth ETF PCIG Stock Holding History

Etesian Wealth Advisors’s Portfolio PCIG Stock Details PCIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,931
Closed -$109K – 146
2024
Q4 		$109K Sell
11,931
-4,765
-29% -$45.6K 0.05% 141
2024
Q3 		$166K Buy
+16,696
New +$163K 0.08% 140

Other funds holding PCIG

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BFS
BridgePort Financial Solutions Fairfield, Iowa $353M AUM 18.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Etesian Wealth Advisors's PCIG Position: Q1 2025 in Review

Etesian Wealth Advisors sold out of Polen Capital International Growth ETF (PCIG) in Q1 2025, closing a stake of 11,931 shares — an estimated $109K sold.

Etesian Wealth Advisors first reported a position in PCIG in Q3 2024 and held it in 2 quarters. The position peaked at $166K in Q3 2024. 14 funds tracked by Wall St. Rank hold PCIG as of Q1 2025.

  • Etesian Wealth Advisors reported no remaining Polen Capital International Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Etesian Wealth Advisors sold 11,931 Polen Capital International Growth ETF shares in Q1 2025, an estimated $109K.
  • Etesian Wealth Advisors first reported a position in Polen Capital International Growth ETF in Q3 2024 and held it in 2 quarters.
  • Etesian Wealth Advisors's Polen Capital International Growth ETF position peaked at $166K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held Polen Capital International Growth ETF as of Q1 2025.

Based on Etesian Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.