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Accuvest Global Advisors’s iShares MSCI Poland ETF EPOL Stock Holding History

Accuvest Global Advisors’s Portfolio EPOL Stock Details EPOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,406
Closed -$458K – 45
2024
Q1 		$458K Buy
+19,406
New +$437K 0.2% 80
2023
Q4 		– Sell
-18,781
Closed -$321K – 92
2023
Q3 		$321K Sell
18,781
-12,118
-39% -$233K 0.18% 83
2023
Q2 		$593K Sell
30,899
-2,713
-8% -$48.2K 0.3% 60
2023
Q1 		$520K Buy
+33,612
New +$534K 0.24% 68
2022
Q3 		– Sell
-18,941
Closed -$277K – 107
2022
Q2 		$277K Buy
+18,941
New +$306K 0.18% 80
2022
Q1 		– Sell
-29,717
Closed -$626K – 105
2021
Q4 		$626K Sell
29,717
-49,796
-63% -$1.09M 0.27% 60
2021
Q3 		$1.74M Buy
79,513
+6,871
+9% +$152K 0.82% 42
2021
Q2 		$1.56M Sell
72,642
-6,040
-8% -$126K 0.78% 40
2021
Q1 		$1.42M Buy
78,682
+55,790
+244% +$1.06M 0.76% 45
2020
Q4 		$435K Buy
+22,892
New +$395K 1.32% 16
2020
Q3 		– Sell
-44,163
Closed -$734K – 41
2020
Q2 		$734K Buy
+44,163
New +$687K 1.93% 24
2019
Q4 		– Sell
-598
Closed -$12K – 74
2019
Q3 		$12K Sell
598
-117,498
-99% -$2.55M 0.02% 55
2019
Q2 		$2.81M Buy
118,096
+23,604
+25% +$539K 1.63% 12
2019
Q1 		$2.16M Buy
94,492
+24,188
+34% +$569K 1.17% 19
2018
Q4 		$1.62M Buy
+70,304
New +$1.6M 0.84% 22
2018
Q2 		– Sell
-105,699
Closed -$2.65M – 125
2018
Q1 		$2.65M Buy
105,699
+13,774
+15% +$378K 1.96% 13
2017
Q4 		$2.49M Sell
91,925
-7,526
-8% -$201K 1.82% 17
2017
Q3 		$2.64M Sell
99,451
-74,333
-43% -$1.93M 2.24% 17
2017
Q2 		$4.22M Buy
173,784
+135,344
+352% +$3.18M 1.4% 23
2017
Q1 		$830K Buy
+38,440
New +$797K 0.27% 40

Other funds holding EPOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Accuvest Global Advisors's EPOL Position: Q2 2024 in Review

Accuvest Global Advisors sold out of iShares MSCI Poland ETF (EPOL) in Q2 2024, closing a stake of 19,406 shares — an estimated $458K sold.

Accuvest Global Advisors first reported a position in EPOL in Q1 2017 and held it in 20 quarters. The position peaked at $4.22M in Q2 2017. 71 funds tracked by Wall St. Rank hold EPOL as of Q2 2024.

  • Accuvest Global Advisors reported no remaining iShares MSCI Poland ETF position as of Q2 2024 after selling out during the quarter.
  • Accuvest Global Advisors sold 19,406 iShares MSCI Poland ETF shares in Q2 2024, an estimated $458K.
  • Accuvest Global Advisors first reported a position in iShares MSCI Poland ETF in Q1 2017 and held it in 20 quarters.
  • Accuvest Global Advisors's iShares MSCI Poland ETF position peaked at $4.22M in Q2 2017.
  • 71 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q2 2024.

Based on Accuvest Global Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.