Bank of Montreal’s iShares MSCI Poland ETF EPOL Stock Holding History

Bank of Montreal’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	$42.3K	Buy	+1,162	New	+$42.6K	﹤0.01%	3330
2025 Q2	–	Sell	-10,964	Closed	-$307K	–	3573
2025 Q1	$307K	Buy	+10,964	New	+$276K	﹤0.01%	2502
2024 Q3	–	Sell	-1,694	Closed	-$41.8K	–	3947
2024 Q2	$41.8K	Sell	1,694 -1,751	-51%	-$42.5K	﹤0.01%	3458
2024 Q1	$81.7K	Sell	3,445 -139,658	-98%	-$3.14M	﹤0.01%	3331
2023 Q4	$3.39M	Buy	143,103 +78,143	+120%	+$1.61M	﹤0.01%	1435
2023 Q3	$1.54M	Buy	+64,960	New	+$1.25M	﹤0.01%	1831
2022 Q1	–	Sell	-154	Closed	-$4K	–	4182
2021 Q4	$4K	Sell	154 -2,419	-94%	-$53.1K	﹤0.01%	3426
2021 Q3	$58K	Buy	+2,573	New	+$56.9K	﹤0.01%	3537
2019 Q3	–	Sell	-143	Closed	-$3K	–	4792
2019 Q2	$3K	Buy	+143	New	+$3.27K	﹤0.01%	4720
2019 Q1	–	Sell	-29	Closed	-$1K	–	4422
2018 Q4	$1K	Buy	+29	New	+$660	﹤0.01%	4520
2018 Q3	–	Sell	-350	Closed	-$8K	–	4768
2018 Q2	$8K	Buy	+350	New	+$8.42K	﹤0.01%	4011
2016 Q4	–	Sell	-427	Closed	-$8K	–	4082
2016 Q3	$8K	Buy	427 +400	+1,481%	+$7.17K	﹤0.01%	3600
2016 Q2	$0	Buy	+27	New	+$490	﹤0.01%	4146
2015 Q4	–	Sell	-200	Closed	-$4K	–	4271
2015 Q3	$4K	Hold	200	–	–	﹤0.01%	3681
2015 Q2	$5K	Sell	200 -64,832	-100%	-$1.59M	﹤0.01%	3625
2015 Q1	$1.52M	Hold	65,032	–	–	﹤0.01%	1468
2014 Q4	$1.57M	Hold	65,032	–	–	﹤0.01%	1511
2014 Q3	$1.85M	Buy	65,032 +9,100	+16%	+$262K	﹤0.01%	1507
2014 Q2	$1.64M	Hold	55,932	–	–	﹤0.01%	1536
2014 Q1	$1.68M	Buy	55,932 +12,500	+29%	+$365K	﹤0.01%	1414
2013 Q4	$1.29M	Buy	43,432 +9,800	+29%	+$299K	﹤0.01%	1359
2013 Q3	$963K	Buy	+33,632	New	+$913K	﹤0.01%	1470

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 $16B AUM 29.1% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

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

Bank of Montreal's EPOL Position: Q1 2026 in Review

Bank of Montreal opened a new position in iShares MSCI Poland ETF (EPOL) in Q1 2026: 1,162 shares worth $42.3K. The stake represents ﹤0.01% of the portfolio and ranks #3330 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in EPOL as recently as Q1 2025.

Bank of Montreal first reported a position in EPOL in Q3 2013 and has held it in 22 quarters since. The position peaked at $3.39M in Q4 2023. 116 funds tracked by Wall St. Rank hold EPOL as of Q1 2026.

Bank of Montreal held 1,162 shares of iShares MSCI Poland ETF worth $42.3K as of Q1 2026.
iShares MSCI Poland ETF was a new Bank of Montreal position in Q1 2026.
iShares MSCI Poland ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3330 holding.
Bank of Montreal first reported a position in iShares MSCI Poland ETF in Q3 2013 and has held it in 22 quarters since.
Bank of Montreal's iShares MSCI Poland ETF position peaked at $3.39M in Q4 2023.
116 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.