Polaris Wealth Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$3.95M	Buy	+61,407	New	+$4.11M	0.3%	87
2023 Q2	–	Sell	-45,721	Closed	-$3.06M	–	168
2023 Q1	$3.06M	Sell	45,721 -3,083	-6%	-$202K	0.23%	88
2022 Q4	$3.16M	Buy	+48,804	New	+$2.87M	0.24%	83
2022 Q1	–	Sell	-47,175	Closed	-$3.52M	–	177
2021 Q4	$3.52M	Sell	47,175 -338	-0.7%	-$25.4K	0.2%	84
2021 Q3	$3.52M	Buy	+47,513	New	+$3.61M	0.21%	80
2021 Q2	–	Sell	-45,872	Closed	-$3.4M	–	185
2021 Q1	$3.4M	Buy	45,872 +4,941	+12%	+$353K	0.22%	80
2020 Q4	$2.94M	Buy	+40,931	New	+$2.65M	0.22%	91
2020 Q1	–	Sell	-16,295	Closed	-$1.07M	–	146
2019 Q4	$1.07M	Buy	16,295 +5,612	+53%	+$356K	0.07%	100
2019 Q3	$634K	Buy	+10,683	New	+$645K	0.05%	106

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Polaris Wealth Advisory Group opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2023: 61,407 shares worth $3.95M. The stake represents 0.3% of the portfolio and ranks #87 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in IEFA as recently as Q1 2023.

Polaris Wealth Advisory Group first reported a position in IEFA in Q3 2019 and has held it in 9 quarters since. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

Polaris Wealth Advisory Group held 61,407 shares of iShares Core MSCI EAFE ETF worth $3.95M as of Q3 2023.
iShares Core MSCI EAFE ETF was a new Polaris Wealth Advisory Group position in Q3 2023.
iShares Core MSCI EAFE ETF made up 0.3% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #87 holding.
Polaris Wealth Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 9 quarters since.
1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

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