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Advisor Resource Council’s iShares MSCI Poland ETF EPOL Stock Holding History

Advisor Resource Council’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
-11,479
Closed -$260K – 108
2024
Q1 		$260K Buy
+11,479
New +$258K 0.11% 184

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

Advisor Resource Council's EPOL Position: Q2 2024 in Review

Advisor Resource Council sold out of iShares MSCI Poland ETF (EPOL) in Q2 2024, closing a stake of 11,479 shares — an estimated $260K sold.

Advisor Resource Council first reported a position in EPOL in Q1 2024 and held it in 1 quarter. The position peaked at $260K in Q1 2024. 71 funds tracked by Wall St. Rank hold EPOL as of Q2 2024.

  • Advisor Resource Council reported no remaining iShares MSCI Poland ETF position as of Q2 2024 after selling out during the quarter.
  • Advisor Resource Council sold 11,479 iShares MSCI Poland ETF shares in Q2 2024, an estimated $260K.
  • Advisor Resource Council first reported a position in iShares MSCI Poland ETF in Q1 2024 and held it in 1 quarter.
  • Advisor Resource Council's iShares MSCI Poland ETF position peaked at $260K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q2 2024.

Based on Advisor Resource Council's 13F filing for Q2 2024, filed 15 Jul 2024.