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Acima Private Wealth’s iShares MSCI Poland ETF EPOL Stock Holding History

Acima Private Wealth’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
2020
Q2 		– Sell
-726
Closed -$10K – 248
2020
Q1 		$10K Buy
726
+436
+150% +$7.99K 0.01% 220
2019
Q4 		$6K Buy
+290
New +$6.17K ﹤0.01% 253

Other funds holding EPOL

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Acima Private Wealth's EPOL Position: Q2 2020 in Review

Acima Private Wealth sold out of iShares MSCI Poland ETF (EPOL) in Q2 2020, closing a stake of 726 shares — an estimated $10K sold.

Acima Private Wealth first reported a position in EPOL in Q4 2019 and held it in 2 quarters. The position peaked at $10K in Q1 2020. 57 funds tracked by Wall St. Rank hold EPOL as of Q2 2020.

  • Acima Private Wealth reported no remaining iShares MSCI Poland ETF position as of Q2 2020 after selling out during the quarter.
  • Acima Private Wealth sold 726 iShares MSCI Poland ETF shares in Q2 2020, an estimated $10K.
  • Acima Private Wealth first reported a position in iShares MSCI Poland ETF in Q4 2019 and held it in 2 quarters.
  • Acima Private Wealth's iShares MSCI Poland ETF position peaked at $10K in Q1 2020.
  • 57 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q2 2020.

Based on Acima Private Wealth's 13F filing for Q2 2020, filed 14 May 2021.