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Brewin Dolphin Wealth Management’s iShares MSCI Poland ETF EPOL Stock Holding History

Brewin Dolphin Wealth Management’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
2018
Q4 		– Sell
-635
Closed -$15.2K – 185
2018
Q3 		$15.2K Hold
635
– – 0.01% 164
2018
Q2 		$13.8K Hold
635
– – 0.01% 163
2018
Q1 		$15.9K Buy
+635
New +$17.4K 0.01% 152

Other funds holding EPOL

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Brewin Dolphin Wealth Management's EPOL Position: Q4 2018 in Review

Brewin Dolphin Wealth Management sold out of iShares MSCI Poland ETF (EPOL) in Q4 2018, closing a stake of 635 shares — an estimated $15.2K sold.

Brewin Dolphin Wealth Management first reported a position in EPOL in Q1 2018 and held it in 3 quarters. The position peaked at $15.9K in Q1 2018. 74 funds tracked by Wall St. Rank hold EPOL as of Q4 2018.

  • Brewin Dolphin Wealth Management reported no remaining iShares MSCI Poland ETF position as of Q4 2018 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 635 iShares MSCI Poland ETF shares in Q4 2018, an estimated $15.2K.
  • Brewin Dolphin Wealth Management first reported a position in iShares MSCI Poland ETF in Q1 2018 and held it in 3 quarters.
  • Brewin Dolphin Wealth Management's iShares MSCI Poland ETF position peaked at $15.9K in Q1 2018.
  • 74 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q4 2018.

Based on Brewin Dolphin Wealth Management's 13F filing for Q4 2018, filed 9 Nov 2023.