Polaris Wealth Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Polaris Wealth Advisory Group’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-5,779	Closed	-$330K	–	114
2016 Q1	$330K	Sell	5,779 -3,716	-39%	-$205K	0.05%	87
2015 Q4	$558K	Buy	+9,495	New	+$572K	0.09%	76
2015 Q1	–	Sell	-12,895	Closed	-$785K	–	79
2014 Q4	$785K	Buy	+12,895	New	+$805K	0.16%	55

Other funds holding EFA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Polaris Wealth Advisory Group's EFA Position: Q2 2016 in Review

Polaris Wealth Advisory Group sold out of iShares MSCI EAFE ETF (EFA) in Q2 2016, closing a stake of 5,779 shares — an estimated $330K sold.

Polaris Wealth Advisory Group first reported a position in EFA in Q4 2014 and held it in 3 quarters. The position peaked at $785K in Q4 2014. 1,026 funds tracked by Wall St. Rank hold EFA as of Q2 2016.

Polaris Wealth Advisory Group reported no remaining iShares MSCI EAFE ETF position as of Q2 2016 after selling out during the quarter.
Polaris Wealth Advisory Group sold 5,779 iShares MSCI EAFE ETF shares in Q2 2016, an estimated $330K.
Polaris Wealth Advisory Group first reported a position in iShares MSCI EAFE ETF in Q4 2014 and held it in 3 quarters.
Polaris Wealth Advisory Group's iShares MSCI EAFE ETF position peaked at $785K in Q4 2014.
1,026 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2016.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2016, filed 2 Aug 2016.