Polaris Wealth Advisory Group’s iShares MSCI Australia ETF EWA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$217K	Sell	10,071 -572	-5%	-$12.7K	0.02%	160
2023 Q2	$240K	Buy	10,643 +182	+2%	+$4.16K	0.02%	135
2023 Q1	$240K	Sell	10,461 -88	-0.8%	-$2.06K	0.02%	158
2022 Q4	$246K	Buy	10,549 +134	+1%	+$2.91K	0.02%	159
2022 Q3	$207K	Buy	+10,415	New	+$226K	0.02%	152

Other funds holding EWA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Polaris Wealth Advisory Group reduced its iShares MSCI Australia ETF (EWA) stake by 5.4% in Q3 2023, selling an estimated $12.7K and leaving 10,071 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #160.

Polaris Wealth Advisory Group first reported a position in EWA in Q3 2022 and has held it in 5 quarters since. The position peaked at $246K in Q4 2022. 174 funds tracked by Wall St. Rank hold EWA as of Q3 2023.

Polaris Wealth Advisory Group held 10,071 shares of iShares MSCI Australia ETF worth $217K as of Q3 2023.
Polaris Wealth Advisory Group sold 572 iShares MSCI Australia ETF shares in Q3 2023, an estimated $12.7K.
iShares MSCI Australia ETF made up 0.02% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #160 holding.
Polaris Wealth Advisory Group first reported a position in iShares MSCI Australia ETF in Q3 2022 and has held it in 5 quarters since.
Polaris Wealth Advisory Group's iShares MSCI Australia ETF position peaked at $246K in Q4 2022.
174 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2023.

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