Blue Trust Inc
EPOL icon

Blue Trust Inc’s iShares MSCI Poland ETF EPOL Stock Holding History

Blue Trust Inc’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
Q3 		$197K Buy
4,451
+372
+9% +$16.1K ﹤0.01% 770
2026
Q2 		$157K Sell
4,079
-75
-2% -$2.95K ﹤0.01% 869
2026
Q1 		$151K Sell
4,154
-35
-0.8% -$1.28K ﹤0.01% 857
2025
Q4 		$147K Sell
4,189
-18
-0.4% -$609 ﹤0.01% 896
2025
Q3 		$135K Buy
4,207
+304
+8% +$9.9K ﹤0.01% 951
2025
Q2 		$126K Hold
3,903
– – ﹤0.01% 943
2025
Q1 		$109K Sell
3,903
-1,766
-31% -$44.5K ﹤0.01% 953
2024
Q4 		$118K Buy
5,669
+1,321
+30% +$29.6K ﹤0.01% 869
2024
Q3 		$107K Buy
4,348
+750
+21% +$18.1K ﹤0.01% 1187
2024
Q2 		$84.9K Hold
3,598
– – ﹤0.01% 1037
2024
Q1 		$84.9K Buy
3,598
+717
+25% +$16.1K ﹤0.01% 757
2023
Q4 		$49K Buy
2,881
+164
+6% +$3.39K ﹤0.01% 947
2023
Q3 		$52K Buy
2,717
+986
+57% +$19K ﹤0.01% 833
2023
Q2 		$27K Sell
1,731
-7,373
-81% -$131K ﹤0.01% 926
2023
Q1 		$141K Buy
9,104
+4,976
+121% +$79K ﹤0.01% 656
2022
Q4 		$44K Buy
4,128
+3,075
+292% +$41.7K ﹤0.01% 975
2022
Q3 		$15K Buy
1,053
+624
+145% +$8.24K ﹤0.01% 1198
2022
Q2 		$8K Buy
+429
New +$6.94K ﹤0.01% 1274

Other funds holding EPOL

CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Monument Capital Management
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
Spectrum Strategic Capital Management
Spectrum Strategic Capital Management Corvallis, Oregon $203M AUM 20.13% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Kaizen Financial Strategies
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
Cobblestone Asset Management
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

Blue Trust Inc's EPOL Position: Q3 2026 in Review

Blue Trust Inc increased its iShares MSCI Poland ETF (EPOL) stake by 9.1% in Q3 2026, buying an estimated $16.1K and bringing the position to 4,451 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Blue Trust Inc first reported a position in EPOL in Q2 2022 and has held it in 18 quarters since. 31 funds tracked by Wall St. Rank hold EPOL as of Q3 2026.

  • Blue Trust Inc held 4,451 shares of iShares MSCI Poland ETF worth $197K as of Q3 2026.
  • Blue Trust Inc bought 372 iShares MSCI Poland ETF shares in Q3 2026, an estimated $16.1K.
  • iShares MSCI Poland ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #770 holding.
  • Blue Trust Inc first reported a position in iShares MSCI Poland ETF in Q2 2022 and has held it in 18 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.