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Polaris Wealth Advisory Group’s iShares MSCI Italy ETF EWI Stock Holding History

Polaris Wealth Advisory Group’s Portfolio EWI Stock Details EWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$754K Sell
24,771
-1,416
-5% -$45.1K 0.06% 126
2023
Q2 		$834K Buy
26,187
+591
+2% +$18.4K 0.06% 119
2023
Q1 		$779K Sell
25,596
-203
-0.8% -$6.04K 0.06% 124
2022
Q4 		$752K Sell
25,799
-1,003
-4% -$25.5K 0.06% 122
2022
Q3 		$583K Buy
+26,802
New +$632K 0.05% 112

Other funds holding EWI

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Polaris Wealth Advisory Group reduced its iShares MSCI Italy ETF (EWI) stake by 5.4% in Q3 2023, selling an estimated $45.1K and leaving 24,771 shares worth $754K. The position accounts for 0.06% of the portfolio, ranked #126.

Polaris Wealth Advisory Group first reported a position in EWI in Q3 2022 and has held it in 5 quarters since. The position peaked at $834K in Q2 2023. 74 funds tracked by Wall St. Rank hold EWI as of Q3 2023.

  • Polaris Wealth Advisory Group held 24,771 shares of iShares MSCI Italy ETF worth $754K as of Q3 2023.
  • Polaris Wealth Advisory Group sold 1,416 iShares MSCI Italy ETF shares in Q3 2023, an estimated $45.1K.
  • iShares MSCI Italy ETF made up 0.06% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #126 holding.
  • Polaris Wealth Advisory Group first reported a position in iShares MSCI Italy ETF in Q3 2022 and has held it in 5 quarters since.
  • Polaris Wealth Advisory Group's iShares MSCI Italy ETF position peaked at $834K in Q2 2023.
  • 74 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q3 2023.

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