ClariVest Asset Management’s iShares MSCI Poland ETF EPOL Stock Holding History

ClariVest Asset 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
2024 Q1	–	Sell	-141	Closed	-$3.19K	–	870
2023 Q4	$3.19K	Hold	141	–	–	﹤0.01%	498
2023 Q3	$2K	Hold	141	–	–	﹤0.01%	502
2023 Q2	$3K	Hold	141	–	–	﹤0.01%	461
2023 Q1	$2K	Buy	+141	New	+$2.24K	﹤0.01%	559
2015 Q2	–	Sell	-13,500	Closed	-$316K	–	616
2015 Q1	$316K	Hold	13,500	–	–	0.01%	367
2014 Q4	$325K	Sell	13,500 -4,800	-26%	-$128K	0.01%	299
2014 Q3	$520K	Buy	18,300 +4,200	+30%	+$121K	0.02%	270
2014 Q2	$414K	Buy	+14,100	New	+$423K	0.02%	289

Other funds holding EPOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

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

Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

ClariVest Asset Management's EPOL Position: Q1 2024 in Review

ClariVest Asset Management sold out of iShares MSCI Poland ETF (EPOL) in Q1 2024, closing a stake of 141 shares — an estimated $3.19K sold.

ClariVest Asset Management first reported a position in EPOL in Q2 2014 and held it in 8 quarters. The position peaked at $520K in Q3 2014. 70 funds tracked by Wall St. Rank hold EPOL as of Q1 2024.

ClariVest Asset Management reported no remaining iShares MSCI Poland ETF position as of Q1 2024 after selling out during the quarter.
ClariVest Asset Management sold 141 iShares MSCI Poland ETF shares in Q1 2024, an estimated $3.19K.
ClariVest Asset Management first reported a position in iShares MSCI Poland ETF in Q2 2014 and held it in 8 quarters.
ClariVest Asset Management's iShares MSCI Poland ETF position peaked at $520K in Q3 2014.
70 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q1 2024.

Based on ClariVest Asset Management's 13F filing for Q1 2024, filed 7 May 2024.