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Burkett Financial Services’s iShares MSCI Poland ETF EPOL Stock Holding History

Burkett Financial 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
2026
Q3 		$4.43K Sell
100
-160
-62% -$6.91K ﹤0.01% 329
2026
Q2 		$10.1K Buy
+260
New +$10.2K ﹤0.01% 178

Other funds holding EPOL

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Burkett Financial Services's EPOL Position: Q3 2026 in Review

Burkett Financial Services reduced its iShares MSCI Poland ETF (EPOL) stake by 62% in Q3 2026, selling an estimated $6.91K and leaving 100 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Burkett Financial Services first reported a position in EPOL in Q2 2026 and has held it in 2 quarters since. The position peaked at $10.1K in Q2 2026. 7 funds tracked by Wall St. Rank hold EPOL as of Q3 2026.

  • Burkett Financial Services held 100 shares of iShares MSCI Poland ETF worth $4.43K as of Q3 2026.
  • Burkett Financial Services sold 160 iShares MSCI Poland ETF shares in Q3 2026, an estimated $6.91K.
  • iShares MSCI Poland ETF made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #329 holding.
  • Burkett Financial Services first reported a position in iShares MSCI Poland ETF in Q2 2026 and has held it in 2 quarters since.
  • Burkett Financial Services's iShares MSCI Poland ETF position peaked at $10.1K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.