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Polaris Wealth Advisory Group’s iShares MSCI Spain ETF EWP Stock Holding History

Polaris Wealth Advisory Group’s Portfolio EWP Stock Details EWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.05M Sell
38,216
-1,944
-5% -$55.1K 0.08% 116
2023
Q2 		$1.16M Buy
40,160
+507
+1% +$14.3K 0.09% 107
2023
Q1 		$1.11M Sell
39,653
-518
-1% -$13.9K 0.08% 116
2022
Q4 		$1.04M Buy
40,171
+613
+2% +$13.9K 0.08% 113
2022
Q3 		$789K Buy
+39,558
New +$881K 0.07% 103

Other funds holding EWP

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Polaris Wealth Advisory Group reduced its iShares MSCI Spain ETF (EWP) stake by 4.8% in Q3 2023, selling an estimated $55.1K and leaving 38,216 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #116.

Polaris Wealth Advisory Group first reported a position in EWP in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.16M in Q2 2023. 67 funds tracked by Wall St. Rank hold EWP as of Q3 2023.

  • Polaris Wealth Advisory Group held 38,216 shares of iShares MSCI Spain ETF worth $1.05M as of Q3 2023.
  • Polaris Wealth Advisory Group sold 1,944 iShares MSCI Spain ETF shares in Q3 2023, an estimated $55.1K.
  • iShares MSCI Spain ETF made up 0.08% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #116 holding.
  • Polaris Wealth Advisory Group first reported a position in iShares MSCI Spain ETF in Q3 2022 and has held it in 5 quarters since.
  • Polaris Wealth Advisory Group's iShares MSCI Spain ETF position peaked at $1.16M in Q2 2023.
  • 67 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q3 2023.

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