Polaris Wealth Advisory Group’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$803K	Sell	16,111 -977	-6%	-$50.7K	0.06%	125
2023 Q2	$888K	Buy	17,088 +91	+0.5%	+$4.61K	0.07%	114
2023 Q1	$838K	Sell	16,997 -123	-0.7%	-$6.08K	0.06%	122
2022 Q4	$856K	Buy	17,120 +209	+1%	+$9.96K	0.06%	116
2022 Q3	$765K	Buy	+16,911	New	+$823K	0.06%	105

Other funds holding EMXC

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Polaris Wealth Advisory Group reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 5.7% in Q3 2023, selling an estimated $50.7K and leaving 16,111 shares worth $803K. The position accounts for 0.06% of the portfolio, ranked #125.

Polaris Wealth Advisory Group first reported a position in EMXC in Q3 2022 and has held it in 5 quarters since. The position peaked at $888K in Q2 2023. 451 funds tracked by Wall St. Rank hold EMXC as of Q3 2023.

Polaris Wealth Advisory Group held 16,111 shares of iShares MSCI Emerging Markets ex China ETF worth $803K as of Q3 2023.
Polaris Wealth Advisory Group sold 977 iShares MSCI Emerging Markets ex China ETF shares in Q3 2023, an estimated $50.7K.
iShares MSCI Emerging Markets ex China ETF made up 0.06% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #125 holding.
Polaris Wealth Advisory Group first reported a position in iShares MSCI Emerging Markets ex China ETF in Q3 2022 and has held it in 5 quarters since.
Polaris Wealth Advisory Group's iShares MSCI Emerging Markets ex China ETF position peaked at $888K in Q2 2023.
451 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2023.

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