Polaris Wealth Advisory Group’s iShare MSCI Eurozone ETF EZU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-166,314	Closed	-$8.24M	–	186
2021 Q2	$8.24M	Buy	+166,314	New	+$8.24M	0.49%	67
2020 Q4	–	Sell	-215,581	Closed	-$8.39M	–	194
2020 Q3	$8.39M	Buy	+215,581	New	+$8.35M	0.79%	43
2019 Q3	–	Sell	-296,346	Closed	-$11.8M	–	162
2019 Q2	$11.8M	Sell	296,346 -1,685	-0.6%	-$66.4K	0.89%	47
2019 Q1	$11.7M	Sell	298,031 -14,456	-5%	-$543K	0.88%	49
2018 Q4	$11M	Sell	312,487 -1,137	-0.4%	-$42.4K	1.03%	45
2018 Q3	$12.9M	Sell	313,624 -4,549	-1%	-$189K	0.89%	52
2018 Q2	$13.8M	Sell	318,173 -136	-0%	-$5.93K	1.16%	41
2018 Q1	$13.8M	Buy	318,309 +5,249	+2%	+$233K	1.13%	42
2017 Q4	$13.6M	Buy	313,060 +32,546	+12%	+$1.41M	1.11%	47
2017 Q3	$12.2M	Buy	+280,514	New	+$11.7M	1.07%	44
2014 Q2	–	Sell	-307,397	Closed	-$13M	–	98
2014 Q1	$13M	Buy	307,397 +5,376	+2%	+$221K	3.04%	10
2013 Q4	$12.5M	Buy	302,021 +9,686	+3%	+$383K	3.07%	10
2013 Q3	$11M	Buy	292,335 +8,045	+3%	+$287K	3.43%	12
2013 Q2	$9.23M	Buy	+284,290	New	+$9.73M	3.71%	12

Other funds holding EZU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Polaris Wealth Advisory Group's EZU Position: Q3 2021 in Review

Polaris Wealth Advisory Group sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2021, closing a stake of 166,314 shares — an estimated $8.24M sold.

Polaris Wealth Advisory Group first reported a position in EZU in Q2 2013 and held it in 14 quarters. The position peaked at $13.8M in Q1 2018. 217 funds tracked by Wall St. Rank hold EZU as of Q3 2021.

Polaris Wealth Advisory Group reported no remaining iShare MSCI Eurozone ETF position as of Q3 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 166,314 iShare MSCI Eurozone ETF shares in Q3 2021, an estimated $8.24M.
Polaris Wealth Advisory Group first reported a position in iShare MSCI Eurozone ETF in Q2 2013 and held it in 14 quarters.
Polaris Wealth Advisory Group's iShare MSCI Eurozone ETF position peaked at $13.8M in Q1 2018.
217 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2021, filed 18 Oct 2021.