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Polaris Wealth Advisory Group’s iShares MSCI France ETF EWQ Stock Holding History

Polaris Wealth Advisory Group’s Portfolio EWQ Stock Details EWQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$810K Sell
22,756
-1,096
-5% -$41.3K 0.06% 124
2023
Q2 		$919K Buy
23,852
+445
+2% +$17.1K 0.07% 113
2023
Q1 		$885K Sell
23,407
-161
-0.7% -$5.87K 0.07% 121
2022
Q4 		$842K Buy
23,568
+13
+0.1% +$407 0.06% 118
2022
Q3 		$642K Buy
+23,555
New +$708K 0.05% 109

Other funds holding EWQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Polaris Wealth Advisory Group reduced its iShares MSCI France ETF (EWQ) stake by 4.6% in Q3 2023, selling an estimated $41.3K and leaving 22,756 shares worth $810K. The position accounts for 0.06% of the portfolio, ranked #124.

Polaris Wealth Advisory Group first reported a position in EWQ in Q3 2022 and has held it in 5 quarters since. The position peaked at $919K in Q2 2023. 104 funds tracked by Wall St. Rank hold EWQ as of Q3 2023.

  • Polaris Wealth Advisory Group held 22,756 shares of iShares MSCI France ETF worth $810K as of Q3 2023.
  • Polaris Wealth Advisory Group sold 1,096 iShares MSCI France ETF shares in Q3 2023, an estimated $41.3K.
  • iShares MSCI France ETF made up 0.06% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #124 holding.
  • Polaris Wealth Advisory Group first reported a position in iShares MSCI France ETF in Q3 2022 and has held it in 5 quarters since.
  • Polaris Wealth Advisory Group's iShares MSCI France ETF position peaked at $919K in Q2 2023.
  • 104 funds tracked by Wall St. Rank held iShares MSCI France ETF as of Q3 2023.

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