BFP
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Briaud Financial Planning’s iShares MSCI Poland ETF EPOL Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-1,045
Closed -$33K – 108
2025
Q2 		$33K Buy
+1,045
New +$30.9K 0.01% 124

Other funds holding EPOL

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Briaud Financial Planning's EPOL Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares MSCI Poland ETF (EPOL) in Q3 2025, closing a stake of 1,045 shares — an estimated $33K sold.

Briaud Financial Planning first reported a position in EPOL in Q2 2025 and held it in 1 quarter. The position peaked at $33K in Q2 2025. 103 funds tracked by Wall St. Rank hold EPOL as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares MSCI Poland ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 1,045 iShares MSCI Poland ETF shares in Q3 2025, an estimated $33K.
  • Briaud Financial Planning first reported a position in iShares MSCI Poland ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's iShares MSCI Poland ETF position peaked at $33K in Q2 2025.
  • 103 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.