Carson Wealth (CWM LLC)’s iShares MSCI Poland ETF EPOL Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$5.79K	Buy	159 +57	+56%	+$2.09K	﹤0.01%	4976
2025 Q4	$4K	Hold	102	–	–	﹤0.01%	4885
2025 Q3	$3K	Hold	102	–	–	﹤0.01%	4891
2025 Q2	$3K	Hold	102	–	–	﹤0.01%	4759
2025 Q1	$3K	Hold	102	–	–	﹤0.01%	4614
2024 Q4	$2K	Hold	102	–	–	﹤0.01%	4528
2024 Q3	$2K	Hold	102	–	–	﹤0.01%	4378
2024 Q2	$3K	Hold	102	–	–	﹤0.01%	4060
2024 Q1	$2K	Hold	102	–	–	﹤0.01%	3966
2023 Q4	$2K	Hold	102	–	–	﹤0.01%	3798
2023 Q3	$2K	Hold	102	–	–	﹤0.01%	3788
2023 Q2	$2K	Hold	102	–	–	﹤0.01%	3783
2023 Q1	$2K	Hold	102	–	–	﹤0.01%	3640
2022 Q4	$2K	Hold	102	–	–	﹤0.01%	3533
2022 Q3	$1K	Buy	+102	New	+$1.35K	﹤0.01%	3640
2019 Q1	–	Sell	-179	Closed	-$4K	–	3016
2018 Q4	$4K	Hold	179	–	–	﹤0.01%	1586
2018 Q3	$4K	Sell	179 -173	-49%	-$4.06K	﹤0.01%	1386
2018 Q2	$8K	Buy	+352	New	+$8.47K	﹤0.01%	1061

Other funds holding EPOL

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BSG

Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EPOL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares MSCI Poland ETF (EPOL) stake by 56% in Q1 2026, buying an estimated $2.09K and bringing the position to 159 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #4976.

Carson Wealth (CWM LLC) first reported a position in EPOL in Q2 2018 and has held it in 18 quarters since. The position peaked at $8K in Q2 2018. 116 funds tracked by Wall St. Rank hold EPOL as of Q1 2026.

Carson Wealth (CWM LLC) held 159 shares of iShares MSCI Poland ETF worth $5.79K as of Q1 2026.
Carson Wealth (CWM LLC) bought 57 iShares MSCI Poland ETF shares in Q1 2026, an estimated $2.09K.
iShares MSCI Poland ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4976 holding.
Carson Wealth (CWM LLC) first reported a position in iShares MSCI Poland ETF in Q2 2018 and has held it in 18 quarters since.
Carson Wealth (CWM LLC)'s iShares MSCI Poland ETF position peaked at $8K in Q2 2018.
116 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.