Polaris Wealth Advisory Group’s iShares MSCI Japan ETF EWJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.4M	Sell	39,843 -4,506	-10%	-$278K	0.18%	97
2023 Q2	$2.75M	Sell	44,349 -2,467	-5%	-$149K	0.21%	93
2023 Q1	$2.75M	Sell	46,816 -322	-0.7%	-$18.3K	0.2%	92
2022 Q4	$2.6M	Sell	47,138 -9,734	-17%	-$512K	0.19%	87
2022 Q3	$2.82M	Buy	+56,872	New	+$3.05M	0.23%	75

Other funds holding EWJ

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

Polaris Wealth Advisory Group reduced its iShares MSCI Japan ETF (EWJ) stake by 10% in Q3 2023, selling an estimated $278K and leaving 39,843 shares worth $2.4M. The position accounts for 0.18% of the portfolio, ranked #97.

Polaris Wealth Advisory Group first reported a position in EWJ in Q3 2022 and has held it in 5 quarters since. The position peaked at $2.82M in Q3 2022. 527 funds tracked by Wall St. Rank hold EWJ as of Q3 2023.

Polaris Wealth Advisory Group held 39,843 shares of iShares MSCI Japan ETF worth $2.4M as of Q3 2023.
Polaris Wealth Advisory Group sold 4,506 iShares MSCI Japan ETF shares in Q3 2023, an estimated $278K.
iShares MSCI Japan ETF made up 0.18% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #97 holding.
Polaris Wealth Advisory Group first reported a position in iShares MSCI Japan ETF in Q3 2022 and has held it in 5 quarters since.
Polaris Wealth Advisory Group's iShares MSCI Japan ETF position peaked at $2.82M in Q3 2022.
527 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2023.

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