Polaris Wealth Advisory Group’s iShares MSCI Singapore ETF EWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$352K	Sell	19,170 -1,114	-5%	-$20.9K	0.03%	141
2023 Q2	$375K	Buy	20,284 +631	+3%	+$12.2K	0.03%	131
2023 Q1	$390K	Sell	19,653 -157	-0.8%	-$3.06K	0.03%	140
2022 Q4	$385K	Buy	19,810 +36	+0.2%	+$650	0.03%	144
2022 Q3	$339K	Buy	+19,774	New	+$363K	0.03%	132

Other funds holding EWS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 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 EWS Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its iShares MSCI Singapore ETF (EWS) stake by 5.5% in Q3 2023, selling an estimated $20.9K and leaving 19,170 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #141.

Polaris Wealth Advisory Group first reported a position in EWS in Q3 2022 and has held it in 5 quarters since. The position peaked at $390K in Q1 2023. 94 funds tracked by Wall St. Rank hold EWS as of Q3 2023.

Polaris Wealth Advisory Group held 19,170 shares of iShares MSCI Singapore ETF worth $352K as of Q3 2023.
Polaris Wealth Advisory Group sold 1,114 iShares MSCI Singapore ETF shares in Q3 2023, an estimated $20.9K.
iShares MSCI Singapore ETF made up 0.03% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #141 holding.
Polaris Wealth Advisory Group first reported a position in iShares MSCI Singapore ETF in Q3 2022 and has held it in 5 quarters since.
Polaris Wealth Advisory Group's iShares MSCI Singapore ETF position peaked at $390K in Q1 2023.
94 funds tracked by Wall St. Rank held iShares MSCI Singapore ETF as of Q3 2023.

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