Polaris Wealth Advisory Group’s iShares MSCI United Kingdom ETF EWU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.32M	Sell	41,854 -2,305	-5%	-$74.3K	0.1%	110
2023 Q2	$1.43M	Buy	44,159 +835	+2%	+$27.5K	0.11%	102
2023 Q1	$1.4M	Sell	43,324 -301	-0.7%	-$9.66K	0.1%	106
2022 Q4	$1.4M	Sell	43,625 -260	-0.6%	-$7.62K	0.1%	106
2022 Q3	$1.16M	Buy	+43,885	New	+$1.29M	0.1%	95

Other funds holding EWU

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

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

Polaris Wealth Advisory Group reduced its iShares MSCI United Kingdom ETF (EWU) stake by 5.2% in Q3 2023, selling an estimated $74.3K and leaving 41,854 shares worth $1.32M. The position accounts for 0.1% of the portfolio, ranked #110.

Polaris Wealth Advisory Group first reported a position in EWU in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.43M in Q2 2023. 220 funds tracked by Wall St. Rank hold EWU as of Q3 2023.

Polaris Wealth Advisory Group held 41,854 shares of iShares MSCI United Kingdom ETF worth $1.32M as of Q3 2023.
Polaris Wealth Advisory Group sold 2,305 iShares MSCI United Kingdom ETF shares in Q3 2023, an estimated $74.3K.
iShares MSCI United Kingdom ETF made up 0.1% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #110 holding.
Polaris Wealth Advisory Group first reported a position in iShares MSCI United Kingdom ETF in Q3 2022 and has held it in 5 quarters since.
Polaris Wealth Advisory Group's iShares MSCI United Kingdom ETF position peaked at $1.43M in Q2 2023.
220 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2023.

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