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Copia Wealth Management’s iShares MSCI Poland ETF EPOL Stock Holding History

Copia Wealth 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
2025
Q2 		– Sell
-171
Closed -$4.79K – 474
2025
Q1 		$4.79K Buy
+171
New +$4.3K ﹤0.01% 337

Other funds holding EPOL

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Copia Wealth Management's EPOL Position: Q2 2025 in Review

Copia Wealth Management sold out of iShares MSCI Poland ETF (EPOL) in Q2 2025, closing a stake of 171 shares — an estimated $4.79K sold.

Copia Wealth Management first reported a position in EPOL in Q1 2025 and held it in 1 quarter. The position peaked at $4.79K in Q1 2025. 99 funds tracked by Wall St. Rank hold EPOL as of Q2 2025.

  • Copia Wealth Management reported no remaining iShares MSCI Poland ETF position as of Q2 2025 after selling out during the quarter.
  • Copia Wealth Management sold 171 iShares MSCI Poland ETF shares in Q2 2025, an estimated $4.79K.
  • Copia Wealth Management first reported a position in iShares MSCI Poland ETF in Q1 2025 and held it in 1 quarter.
  • Copia Wealth Management's iShares MSCI Poland ETF position peaked at $4.79K in Q1 2025.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q2 2025.

Based on Copia Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.