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Beirne Wealth Consulting Services’s iShares MSCI Poland ETF EPOL Stock Holding History

Beirne Wealth Consulting Services’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
2021
Q4 		– Sell
-10,000
Closed -$219K – 108
2021
Q3 		$219K Hold
10,000
– – 0.12% 98
2021
Q2 		$215K Hold
10,000
– – 0.12% 101
2021
Q1 		$181K Hold
10,000
– – 0.11% 101
2020
Q4 		$190K Buy
+10,000
New +$173K 0.09% 156

Other funds holding EPOL

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beirne Wealth Consulting Services's EPOL Position: Q4 2021 in Review

Beirne Wealth Consulting Services sold out of iShares MSCI Poland ETF (EPOL) in Q4 2021, closing a stake of 10,000 shares — an estimated $219K sold.

Beirne Wealth Consulting Services first reported a position in EPOL in Q4 2020 and held it in 4 quarters. The position peaked at $219K in Q3 2021. 47 funds tracked by Wall St. Rank hold EPOL as of Q4 2021.

  • Beirne Wealth Consulting Services reported no remaining iShares MSCI Poland ETF position as of Q4 2021 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 10,000 iShares MSCI Poland ETF shares in Q4 2021, an estimated $219K.
  • Beirne Wealth Consulting Services first reported a position in iShares MSCI Poland ETF in Q4 2020 and held it in 4 quarters.
  • Beirne Wealth Consulting Services's iShares MSCI Poland ETF position peaked at $219K in Q3 2021.
  • 47 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q4 2021.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2021, filed 3 Feb 2022.