Polaris Wealth Advisory Group, LLC Msci Eafe Growth ETF Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	BUY	$93.15 - $96.95 $3.25 Million - $3.38 Million	34,861 New	34,861 $3.33 Million
Q3 2021 Oct 18, 2021	SELL	$105.79 - $113.94 $3.43 Million - $3.69 Million	-32,393 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$102.07 - $109.39 $3.31 Million - $3.54 Million	32,393 New	32,393 $3.48 Million
Q4 2020 Jan 25, 2021	SELL	$86.3 - $101.51 $1.82 Million - $2.14 Million	-21,098 Closed	0 $0
Q3 2020 Oct 15, 2020	BUY	$83.58 - $91.81 $1.76 Million - $1.94 Million	21,098 New	21,098 $1.93 Million
Q4 2018 Jan 17, 2019	SELL	$66.77 - $80.32 $9,748 - $11,726	-146 Closed	0 $0
Q1 2018 Apr 09, 2018	BUY	$77.76 - $85.74 $11,352 - $12,518	146 New	146 $12,000
Q4 2017 Feb 13, 2018	SELL	$77.45 - $80.74 $204,003 - $212,669	-2,634 Closed	0 $0
Q3 2017 Nov 01, 2017	SELL	$76.75 - $77.39 $45,129 - $45,505	-588 Reduced 18.25%	2,634 $204,000
Q2 2017 Aug 09, 2017	BUY	N/A	3,222	3,222 $238,000

Others Institutions Holding EFG

# of Institutions

981

Shares Held

137M

Call Options Held

100

Put Options Held

0

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

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