AE Wealth Management’s iShares MSCI Poland ETF EPOL Stock Holding History

AE Wealth Management’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
2026 Q2	$11.9K	Hold	308	–	–	﹤0.01%	2352
2026 Q1	$11.2K	Hold	308	–	–	﹤0.01%	2254
2025 Q4	$10.8K	Sell	308 -19	-6%	-$643	﹤0.01%	2132
2025 Q3	$10.5K	Hold	327	–	–	﹤0.01%	1993
2025 Q2	$10.5K	Buy	327 +308	+1,621%	+$9.1K	﹤0.01%	1866
2025 Q1	$532	Hold	19	–	–	﹤0.01%	2101
2024 Q4	$397	Buy	+19	New	+$426	﹤0.01%	2079
2023 Q4	–	Sell	-53,332	Closed	-$913K	–	2087
2023 Q3	$913K	Buy	53,332 +51	+0.1%	+$981	0.01%	1131
2023 Q2	$1.02M	Buy	+53,281	New	+$947K	0.01%	1084

Other funds holding EPOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deeter Investments Austin, Texas $721M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BSG

Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management's EPOL Position: Q2 2026 in Review

AE Wealth Management held its iShares MSCI Poland ETF (EPOL) position steady in Q2 2026 at 308 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

AE Wealth Management first reported a position in EPOL in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.02M in Q2 2023. 112 funds tracked by Wall St. Rank hold EPOL as of Q2 2026.

AE Wealth Management held 308 shares of iShares MSCI Poland ETF worth $11.9K as of Q2 2026.
AE Wealth Management left its iShares MSCI Poland ETF share count unchanged in Q2 2026.
iShares MSCI Poland ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2352 holding.
AE Wealth Management first reported a position in iShares MSCI Poland ETF in Q2 2023 and has held it in 9 quarters since.
AE Wealth Management's iShares MSCI Poland ETF position peaked at $1.02M in Q2 2023.
112 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.