Polaris Wealth Advisory Group’s iShares MSCI Austria ETF EWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$531K	Sell	27,024 -1,487	-5%	-$30.3K	0.04%	130
2023 Q2	$579K	Buy	28,511 +777	+3%	+$15.9K	0.04%	127
2023 Q1	$561K	Sell	27,734 -213	-0.8%	-$4.39K	0.04%	129
2022 Q4	$562K	Buy	27,947 +477	+2%	+$8.64K	0.04%	131
2022 Q3	$434K	Buy	+27,470	New	+$484K	0.04%	120

Other funds holding EWO

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

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Polaris Wealth Advisory Group reduced its iShares MSCI Austria ETF (EWO) stake by 5.2% in Q3 2023, selling an estimated $30.3K and leaving 27,024 shares worth $531K. The position accounts for 0.04% of the portfolio, ranked #130.

Polaris Wealth Advisory Group first reported a position in EWO in Q3 2022 and has held it in 5 quarters since. The position peaked at $579K in Q2 2023. 32 funds tracked by Wall St. Rank hold EWO as of Q3 2023.

Polaris Wealth Advisory Group held 27,024 shares of iShares MSCI Austria ETF worth $531K as of Q3 2023.
Polaris Wealth Advisory Group sold 1,487 iShares MSCI Austria ETF shares in Q3 2023, an estimated $30.3K.
iShares MSCI Austria ETF made up 0.04% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #130 holding.
Polaris Wealth Advisory Group first reported a position in iShares MSCI Austria ETF in Q3 2022 and has held it in 5 quarters since.
Polaris Wealth Advisory Group's iShares MSCI Austria ETF position peaked at $579K in Q2 2023.
32 funds tracked by Wall St. Rank held iShares MSCI Austria ETF as of Q3 2023.

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