Polaris Wealth Advisory Group’s iShares MSCI Canada ETF EWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-35	Closed	-$1.01K	–	517
2018 Q2	$1K	Hold	35	–	–	﹤0.01%	241
2018 Q1	$1K	Buy	+35	New	+$1K	﹤0.01%	447
2017 Q3	–	Sell	-336,107	Closed	-$8.99M	–	148
2017 Q2	$8.99M	Buy	336,107 +7,626	+2%	+$202K	1.02%	41
2017 Q1	$8.83M	Sell	328,481 -5,665	-2%	-$153K	0.96%	47
2016 Q4	$8.74M	Sell	334,146 -5,437	-2%	-$140K	1.01%	42
2016 Q3	$8.72M	Sell	339,583 -14,777	-4%	-$374K	1.04%	44
2016 Q2	$8.69M	Buy	+354,360	New	+$8.68M	1.35%	33
2014 Q2	–	Sell	-175	Closed	-$5K	–	95
2014 Q1	$5K	Hold	175	–	–	﹤0.01%	148
2013 Q4	$5K	Hold	175	–	–	﹤0.01%	168
2013 Q3	$4.95K	Hold	175	–	–	﹤0.01%	129
2013 Q2	$4.58K	Buy	+175	New	+$4.82K	﹤0.01%	136

Other funds holding EWC

JP Morgan Chase New York $1.81T AUM 41.13% 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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Polaris Wealth Advisory Group's EWC Position: Q3 2018 in Review

Polaris Wealth Advisory Group sold out of iShares MSCI Canada ETF (EWC) in Q3 2018, closing a stake of 35 shares — an estimated $1.01K sold.

Polaris Wealth Advisory Group first reported a position in EWC in Q2 2013 and held it in 11 quarters. The position peaked at $8.99M in Q2 2017. 245 funds tracked by Wall St. Rank hold EWC as of Q3 2018.

Polaris Wealth Advisory Group reported no remaining iShares MSCI Canada ETF position as of Q3 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 35 iShares MSCI Canada ETF shares in Q3 2018, an estimated $1.01K.
Polaris Wealth Advisory Group first reported a position in iShares MSCI Canada ETF in Q2 2013 and held it in 11 quarters.
Polaris Wealth Advisory Group's iShares MSCI Canada ETF position peaked at $8.99M in Q2 2017.
245 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2018, filed 19 Oct 2018.