Polaris Wealth Advisory Group’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-71,026	Closed	-$3.5M	–	178
2023 Q2	$3.5M	Buy	+71,026	New	+$3.47M	0.27%	85
2022 Q4	–	Sell	-60,268	Closed	-$2.61M	–	183
2022 Q3	$2.61M	Buy	60,268 +6,728	+13%	+$322K	0.22%	78
2022 Q2	$2.63M	Buy	+53,540	New	+$2.77M	0.21%	72
2021 Q3	–	Sell	-51,241	Closed	-$3.42M	–	189
2021 Q2	$3.42M	Buy	+51,241	New	+$3.38M	0.2%	82
2021 Q1	–	Sell	-45,696	Closed	-$3M	–	180
2020 Q4	$3M	Buy	+45,696	New	+$2.63M	0.22%	89
2020 Q3	–	Sell	-30,340	Closed	-$1.46M	–	168
2020 Q2	$1.46M	Buy	30,340 +3,953	+15%	+$176K	0.12%	87
2020 Q1	$1.07M	Buy	26,387 +6,348	+32%	+$312K	0.12%	77
2019 Q4	$1.1M	Buy	+20,039	New	+$1.03M	0.07%	99
2018 Q4	–	Sell	-55	Closed	-$3K	–	291
2018 Q3	$3K	Buy	+55	New	+$2.87K	﹤0.01%	474

Other funds holding IEMG

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

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

Polaris Wealth Advisory Group sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q3 2023, closing a stake of 71,026 shares — an estimated $3.5M sold.

Polaris Wealth Advisory Group first reported a position in IEMG in Q3 2018 and held it in 9 quarters. The position peaked at $3.5M in Q2 2023. 1,549 funds tracked by Wall St. Rank hold IEMG as of Q3 2023.

Polaris Wealth Advisory Group reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 71,026 iShares Core MSCI Emerging Markets ETF shares in Q3 2023, an estimated $3.5M.
Polaris Wealth Advisory Group first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2018 and held it in 9 quarters.
Polaris Wealth Advisory Group's iShares Core MSCI Emerging Markets ETF position peaked at $3.5M in Q2 2023.
1,549 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2023.

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