Ballew Advisors’s iShares MSCI Poland ETF EPOL Stock Holding History

Ballew Advisors’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
2020 Q3	–	Sell	-11,266	Closed	-$190K	–	95
2020 Q2	$190K	Hold	11,266	–	–	0.19%	84
2020 Q1	$155K	Buy	+11,266	New	+$206K	0.18%	71
2019 Q4	–	Sell	-11,427	Closed	-$234K	–	93
2019 Q3	$234K	Hold	11,427	–	–	0.21%	80
2019 Q2	$268K	Buy	11,427 +12	+0.1%	+$274	0.24%	76
2019 Q1	$260K	Hold	11,415	–	–	0.24%	78
2018 Q4	$269K	Buy	11,415 +7	+0.1%	+$159	0.25%	74
2018 Q3	$245K	Buy	11,408 +59	+0.5%	+$1.38K	0.22%	75
2018 Q2	$247K	Buy	11,349 +1	+0%	+$24	0.28%	73
2018 Q1	$285K	Hold	11,348	–	–	0.25%	74
2017 Q4	$307K	Buy	+11,348	New	+$304K	0.3%	71

Other funds holding EPOL

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

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

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

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

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

BPC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Ballew Advisors's EPOL Position: Q3 2020 in Review

Ballew Advisors sold out of iShares MSCI Poland ETF (EPOL) in Q3 2020, closing a stake of 11,266 shares — an estimated $190K sold.

Ballew Advisors first reported a position in EPOL in Q4 2017 and held it in 10 quarters. The position peaked at $307K in Q4 2017. 48 funds tracked by Wall St. Rank hold EPOL as of Q3 2020.

Ballew Advisors reported no remaining iShares MSCI Poland ETF position as of Q3 2020 after selling out during the quarter.
Ballew Advisors sold 11,266 iShares MSCI Poland ETF shares in Q3 2020, an estimated $190K.
Ballew Advisors first reported a position in iShares MSCI Poland ETF in Q4 2017 and held it in 10 quarters.
Ballew Advisors's iShares MSCI Poland ETF position peaked at $307K in Q4 2017.
48 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q3 2020.

Based on Ballew Advisors's 13F filing for Q3 2020, filed 6 Oct 2020.