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 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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AE Wealth Management's EPOL Position: Q1 2026 in Review

AE Wealth Management held its iShares MSCI Poland ETF (EPOL) position steady in Q1 2026 at 308 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

AE Wealth Management first reported a position in EPOL in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.02M in Q2 2023. 116 funds tracked by Wall St. Rank hold EPOL as of Q1 2026.

AE Wealth Management held 308 shares of iShares MSCI Poland ETF worth $11.2K as of Q1 2026.
AE Wealth Management left its iShares MSCI Poland ETF share count unchanged in Q1 2026.
iShares MSCI Poland ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2254 holding.
AE Wealth Management first reported a position in iShares MSCI Poland ETF in Q2 2023 and has held it in 8 quarters since.
AE Wealth Management's iShares MSCI Poland ETF position peaked at $1.02M in Q2 2023.
116 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.