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Concurrent Investment Advisors’s iShares MSCI Poland ETF EPOL Stock Holding History

Concurrent Investment Advisors’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
-26,505
Closed -$600K – 950
2023
Q4 		$600K Buy
+26,505
New +$547K 0.03% 456

Other funds holding EPOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Tennessee, Department of Treasury
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
Wells Fargo
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

Concurrent Investment Advisors's EPOL Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of iShares MSCI Poland ETF (EPOL) in Q1 2024, closing a stake of 26,505 shares — an estimated $600K sold.

Concurrent Investment Advisors first reported a position in EPOL in Q4 2023 and held it in 1 quarter. The position peaked at $600K in Q4 2023. 70 funds tracked by Wall St. Rank hold EPOL as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining iShares MSCI Poland ETF position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 26,505 iShares MSCI Poland ETF shares in Q1 2024, an estimated $600K.
  • Concurrent Investment Advisors first reported a position in iShares MSCI Poland ETF in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's iShares MSCI Poland ETF position peaked at $600K in Q4 2023.
  • 70 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.