Polaris Wealth Advisory Group’s iShares MSCI Malaysia ETF EWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$312K	Sell	15,175 -1,021	-6%	-$21.5K	0.02%	145
2023 Q2	$324K	Buy	16,196 +288	+2%	+$6.13K	0.02%	133
2023 Q1	$353K	Sell	15,908 -104	-0.6%	-$2.35K	0.03%	146
2022 Q4	$370K	Sell	16,012 -461	-3%	-$9.91K	0.03%	147
2022 Q3	$334K	Buy	+16,473	New	+$361K	0.03%	133

Other funds holding EWM

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Polaris Wealth Advisory Group reduced its iShares MSCI Malaysia ETF (EWM) stake by 6.3% in Q3 2023, selling an estimated $21.5K and leaving 15,175 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #145.

Polaris Wealth Advisory Group first reported a position in EWM in Q3 2022 and has held it in 5 quarters since. The position peaked at $370K in Q4 2022. 62 funds tracked by Wall St. Rank hold EWM as of Q3 2023.

Polaris Wealth Advisory Group held 15,175 shares of iShares MSCI Malaysia ETF worth $312K as of Q3 2023.
Polaris Wealth Advisory Group sold 1,021 iShares MSCI Malaysia ETF shares in Q3 2023, an estimated $21.5K.
iShares MSCI Malaysia ETF made up 0.02% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #145 holding.
Polaris Wealth Advisory Group first reported a position in iShares MSCI Malaysia ETF in Q3 2022 and has held it in 5 quarters since.
Polaris Wealth Advisory Group's iShares MSCI Malaysia ETF position peaked at $370K in Q4 2022.
62 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q3 2023.

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