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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-34,861	Closed	-$3.33M	–	176
2023 Q2	$3.33M	Buy	+34,861	New	+$3.32M	0.25%	88
2021 Q3	–	Sell	-32,393	Closed	-$3.48M	–	184
2021 Q2	$3.48M	Buy	+32,393	New	+$3.44M	0.21%	80
2020 Q4	–	Sell	-21,098	Closed	-$1.93M	–	193
2020 Q3	$1.93M	Buy	+21,098	New	+$1.87M	0.18%	89
2018 Q4	–	Sell	-146	Closed	-$12K	–	231
2018 Q3	$12K	Hold	146	–	–	﹤0.01%	382
2018 Q2	$12K	Hold	146	–	–	﹤0.01%	195
2018 Q1	$12K	Buy	+146	New	+$11.9K	﹤0.01%	343
2017 Q4	–	Sell	-2,634	Closed	-$204K	–	148
2017 Q3	$204K	Sell	2,634 -588	-18%	-$44.6K	0.02%	143
2017 Q2	$238K	Buy	+3,222	New	+$235K	0.03%	117
2014 Q1	–	Sell	-11	Closed	-$1K	–	176
2013 Q4	$1K	Buy	+11	New	+$763	﹤0.01%	174

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Polaris Wealth Advisory Group's EFG Position: Q3 2023 in Review

Polaris Wealth Advisory Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2023, closing a stake of 34,861 shares — an estimated $3.33M sold.

Polaris Wealth Advisory Group first reported a position in EFG in Q4 2013 and held it in 9 quarters. The position peaked at $3.48M in Q2 2021. 787 funds tracked by Wall St. Rank hold EFG as of Q3 2023.

Polaris Wealth Advisory Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 34,861 iShares MSCI EAFE Growth ETF shares in Q3 2023, an estimated $3.33M.
Polaris Wealth Advisory Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2013 and held it in 9 quarters.
Polaris Wealth Advisory Group's iShares MSCI EAFE Growth ETF position peaked at $3.48M in Q2 2021.
787 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.