BCWM LLC’s iShares MSCI Poland ETF EPOL Stock Holding History

BCWM LLC’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
2024 Q1	–	Sell	-153,227	Closed	-$3.47M	–	60
2023 Q4	$3.47M	Buy	153,227 +303	+0.2%	+$6.26K	1.18%	37
2023 Q3	$2.62M	Sell	152,924 -29,471	-16%	-$567K	0.96%	46
2023 Q2	$3.5M	Sell	182,395 -139	-0.1%	-$2.47K	1.15%	37
2023 Q1	$2.83M	Buy	+182,534	New	+$2.9M	0.9%	45

Other funds holding EPOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

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

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

BCWM LLC's EPOL Position: Q1 2024 in Review

BCWM LLC sold out of iShares MSCI Poland ETF (EPOL) in Q1 2024, closing a stake of 153,227 shares — an estimated $3.47M sold.

BCWM LLC first reported a position in EPOL in Q1 2023 and held it in 4 quarters. The position peaked at $3.5M in Q2 2023. 70 funds tracked by Wall St. Rank hold EPOL as of Q1 2024.

BCWM LLC reported no remaining iShares MSCI Poland ETF position as of Q1 2024 after selling out during the quarter.
BCWM LLC sold 153,227 iShares MSCI Poland ETF shares in Q1 2024, an estimated $3.47M.
BCWM LLC first reported a position in iShares MSCI Poland ETF in Q1 2023 and held it in 4 quarters.
BCWM LLC's iShares MSCI Poland ETF position peaked at $3.5M in Q2 2023.
70 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q1 2024.

Based on BCWM LLC's 13F filing for Q1 2024, filed 14 May 2024.