Axa’s iShares MSCI Poland ETF EPOL Stock Holding History

Axa’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	–	Sell	-13,100	Closed	-$271K	–	1203
2019 Q3	$271K	Hold	13,100	–	–	﹤0.01%	1201
2019 Q2	$311K	Hold	13,100	–	–	﹤0.01%	1155
2019 Q1	$300K	Hold	13,100	–	–	﹤0.01%	1195
2018 Q4	$301K	Hold	13,100	–	–	﹤0.01%	1173
2018 Q3	$312K	Hold	13,100	–	–	﹤0.01%	1223
2018 Q2	$285K	Hold	13,100	–	–	﹤0.01%	1240
2018 Q1	$329K	Hold	13,100	–	–	﹤0.01%	1241
2017 Q4	$355K	Hold	13,100	–	–	﹤0.01%	1206
2017 Q3	$347K	Hold	13,100	–	–	﹤0.01%	1163
2017 Q2	$318K	Buy	13,100 +1,100	+9%	+$25.8K	﹤0.01%	1130
2017 Q1	$259K	Hold	12,000	–	–	﹤0.01%	1184
2016 Q4	$217K	Buy	+12,000	New	+$214K	﹤0.01%	1199
2016 Q3	–	Sell	-7,700	Closed	-$131K	–	1233
2016 Q2	$131K	Hold	7,700	–	–	﹤0.01%	1217
2016 Q1	$156K	Hold	7,700	–	–	﹤0.01%	1172
2015 Q4	$139K	Hold	7,700	–	–	﹤0.01%	1210
2015 Q3	$160K	Hold	7,700	–	–	﹤0.01%	1242
2015 Q2	$176K	Hold	7,700	–	–	﹤0.01%	1234
2015 Q1	$180K	Hold	7,700	–	–	﹤0.01%	1254
2014 Q4	$185K	Hold	7,700	–	–	﹤0.01%	1271
2014 Q3	$219K	Hold	7,700	–	–	﹤0.01%	1225
2014 Q2	$226K	Hold	7,700	–	–	﹤0.01%	1213
2014 Q1	$231K	Hold	7,700	–	–	﹤0.01%	1203
2013 Q4	$229K	Hold	7,700	–	–	﹤0.01%	1200
2013 Q3	$221K	Hold	7,700	–	–	﹤0.01%	1129
2013 Q2	$187K	Buy	+7,700	New	+$201K	﹤0.01%	1116

Other funds holding EPOL

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

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

Axa's EPOL Position: Q4 2019 in Review

Axa sold out of iShares MSCI Poland ETF (EPOL) in Q4 2019, closing a stake of 13,100 shares — an estimated $271K sold.

Axa first reported a position in EPOL in Q2 2013 and held it in 25 quarters. The position peaked at $355K in Q4 2017. 62 funds tracked by Wall St. Rank hold EPOL as of Q4 2019.

Axa reported no remaining iShares MSCI Poland ETF position as of Q4 2019 after selling out during the quarter.
Axa sold 13,100 iShares MSCI Poland ETF shares in Q4 2019, an estimated $271K.
Axa first reported a position in iShares MSCI Poland ETF in Q2 2013 and held it in 25 quarters.
Axa's iShares MSCI Poland ETF position peaked at $355K in Q4 2017.
62 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.