Polaris Wealth Advisory Group’s iShares MSCI Hong Kong ETF EWH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$292K	Sell	17,004 -1,017	-6%	-$18.7K	0.02%	148
2023 Q2	$348K	Buy	18,021 +280	+2%	+$5.62K	0.03%	132
2023 Q1	$365K	Sell	17,741 -118	-0.7%	-$2.51K	0.03%	144
2022 Q4	$392K	Buy	17,859 +159	+0.9%	+$3.04K	0.03%	141
2022 Q3	$328K	Buy	+17,700	New	+$366K	0.03%	136
2018 Q4	–	Sell	-100	Closed	-$2K	–	246
2018 Q3	$2K	Buy	+100	New	+$2.41K	﹤0.01%	480
2018 Q2	–	Sell	-100	Closed	-$3K	–	314
2018 Q1	$3K	Buy	+100	New	+$2.58K	﹤0.01%	421

Other funds holding EWH

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

Polaris Wealth Advisory Group reduced its iShares MSCI Hong Kong ETF (EWH) stake by 5.6% in Q3 2023, selling an estimated $18.7K and leaving 17,004 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #148.

Polaris Wealth Advisory Group first reported a position in EWH in Q1 2018 and has held it in 7 quarters since. The position peaked at $392K in Q4 2022. 114 funds tracked by Wall St. Rank hold EWH as of Q3 2023.

Polaris Wealth Advisory Group held 17,004 shares of iShares MSCI Hong Kong ETF worth $292K as of Q3 2023.
Polaris Wealth Advisory Group sold 1,017 iShares MSCI Hong Kong ETF shares in Q3 2023, an estimated $18.7K.
iShares MSCI Hong Kong ETF made up 0.02% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #148 holding.
Polaris Wealth Advisory Group first reported a position in iShares MSCI Hong Kong ETF in Q1 2018 and has held it in 7 quarters since.
Polaris Wealth Advisory Group's iShares MSCI Hong Kong ETF position peaked at $392K in Q4 2022.
114 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q3 2023.

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