Polaris Wealth Advisory Group’s iShares MSCI USA ETF MLRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-400	Closed	-$17K	–	293
2018 Q3	$17K	Buy	+400	New	+$16.4K	﹤0.01%	340
2018 Q2	–	Sell	-400	Closed	-$15K	–	336
2018 Q1	$15K	Buy	+400	New	+$16K	﹤0.01%	321

Other funds holding MLRG

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Polaris Wealth Advisory Group's MLRG Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of iShares MSCI USA ETF (MLRG) in Q4 2018, closing a stake of 400 shares — an estimated $17K sold.

Polaris Wealth Advisory Group first reported a position in MLRG in Q1 2018 and held it in 2 quarters. The position peaked at $17K in Q3 2018. 96 funds tracked by Wall St. Rank hold MLRG as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining iShares MSCI USA ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 400 iShares MSCI USA ETF shares in Q4 2018, an estimated $17K.
Polaris Wealth Advisory Group first reported a position in iShares MSCI USA ETF in Q1 2018 and held it in 2 quarters.
Polaris Wealth Advisory Group's iShares MSCI USA ETF position peaked at $17K in Q3 2018.
96 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.