Polaris Wealth Advisory Group’s iShares MSCI Belgium ETF EWK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$564K	Sell	32,607 -1,871	-5%	-$34K	0.04%	129
2023 Q2	$611K	Buy	34,478 +629	+2%	+$11.6K	0.05%	123
2023 Q1	$641K	Sell	33,849 -255	-0.7%	-$4.73K	0.05%	127
2022 Q4	$644K	Sell	34,104 -180	-0.5%	-$2.97K	0.05%	127
2022 Q3	$496K	Buy	+34,284	New	+$563K	0.04%	115

Other funds holding EWK

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

ITB

Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return

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

Polaris Wealth Advisory Group reduced its iShares MSCI Belgium ETF (EWK) stake by 5.4% in Q3 2023, selling an estimated $34K and leaving 32,607 shares worth $564K. The position accounts for 0.04% of the portfolio, ranked #129.

Polaris Wealth Advisory Group first reported a position in EWK in Q3 2022 and has held it in 5 quarters since. The position peaked at $644K in Q4 2022. 20 funds tracked by Wall St. Rank hold EWK as of Q3 2023.

Polaris Wealth Advisory Group held 32,607 shares of iShares MSCI Belgium ETF worth $564K as of Q3 2023.
Polaris Wealth Advisory Group sold 1,871 iShares MSCI Belgium ETF shares in Q3 2023, an estimated $34K.
iShares MSCI Belgium ETF made up 0.04% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #129 holding.
Polaris Wealth Advisory Group first reported a position in iShares MSCI Belgium ETF in Q3 2022 and has held it in 5 quarters since.
Polaris Wealth Advisory Group's iShares MSCI Belgium ETF position peaked at $644K in Q4 2022.
20 funds tracked by Wall St. Rank held iShares MSCI Belgium ETF as of Q3 2023.

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