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Advisor Group’s iShares MSCI Poland ETF EPOL Stock Holding History

Advisor Group’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
2019
Q4 		$63K Sell
2,960
-1,221
-29% -$26K ﹤0.01% 3262
2019
Q3 		$87K Sell
4,181
-224
-5% -$4.87K ﹤0.01% 2987
2019
Q2 		$105K Sell
4,405
-1,511
-26% -$34.5K ﹤0.01% 2819
2019
Q1 		$135K Sell
5,916
-231
-4% -$5.43K ﹤0.01% 2596
2018
Q4 		$142K Sell
6,147
-1,190
-16% -$27.1K ﹤0.01% 2360
2018
Q3 		$176K Buy
7,337
+1,296
+21% +$30.4K ﹤0.01% 2272
2018
Q2 		$132K Sell
6,041
-288
-5% -$6.93K ﹤0.01% 2288
2018
Q1 		$159K Buy
6,329
+2,007
+46% +$55K ﹤0.01% 2160
2017
Q4 		$117K Sell
4,322
-1,341
-24% -$35.9K ﹤0.01% 2447
2017
Q3 		$151K Sell
5,663
-153
-3% -$3.98K ﹤0.01% 2069
2017
Q2 		$141K Buy
5,816
+375
+7% +$8.81K ﹤0.01% 2039
2017
Q1 		$118K Buy
5,441
+15
+0.3% +$311 ﹤0.01% 2040
2016
Q4 		$98K Buy
5,426
+5,006
+1,192% +$89.4K ﹤0.01% 2078
2016
Q3 		$7K Hold
420
– – ﹤0.01% 3748
2016
Q2 		$6K Buy
+420
New +$7.63K ﹤0.01% 3696

Other funds holding EPOL

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $289M AUM 59.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Advisor Group's EPOL Position: Q4 2019 in Review

Advisor Group reduced its iShares MSCI Poland ETF (EPOL) stake by 29% in Q4 2019, selling an estimated $26K and leaving 2,960 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #3262.

Advisor Group first reported a position in EPOL in Q2 2016 and has held it in 15 quarters since. The position peaked at $176K in Q3 2018. 62 funds tracked by Wall St. Rank hold EPOL as of Q4 2019.

  • Advisor Group held 2,960 shares of iShares MSCI Poland ETF worth $63K as of Q4 2019.
  • Advisor Group sold 1,221 iShares MSCI Poland ETF shares in Q4 2019, an estimated $26K.
  • iShares MSCI Poland ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3262 holding.
  • Advisor Group first reported a position in iShares MSCI Poland ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares MSCI Poland ETF position peaked at $176K in Q3 2018.
  • 62 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.