Creative Planning
EPOL icon

Creative Planning’s iShares MSCI Poland ETF EPOL Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-4,871
Closed -$118K – 2421
2017
Q2 		$118K Buy
4,871
+153
+3% +$3.6K ﹤0.01% 1871
2017
Q1 		$102K Buy
4,718
+4,530
+2,410% +$93.9K ﹤0.01% 1943
2016
Q4 		$3K Sell
188
-484
-72% -$8.64K ﹤0.01% 4140
2016
Q3 		$12K Buy
672
+500
+291% +$8.97K ﹤0.01% 3384
2016
Q2 		$3K Hold
172
– – ﹤0.01% 3869
2016
Q1 		$3K Hold
172
– – ﹤0.01% 3793
2015
Q4 		$3K Sell
172
-300
-64% -$5.91K ﹤0.01% 3897
2015
Q3 		$10K Buy
+472
New +$10.3K ﹤0.01% 3191
2015
Q2 		– Sell
-472
Closed -$11K – 1658
2015
Q1 		$11K Hold
472
– – ﹤0.01% 3124
2014
Q4 		$11K Hold
472
– – ﹤0.01% 3057
2014
Q3 		$13K Hold
472
– – ﹤0.01% 2792
2014
Q2 		$14K Sell
472
-224
-32% -$6.73K ﹤0.01% 2696
2014
Q1 		$21K Buy
696
+524
+305% +$15.3K ﹤0.01% 2330
2013
Q4 		$5K Hold
172
– – ﹤0.01% 2830
2013
Q3 		$5K Hold
172
– – ﹤0.01% 2724
2013
Q2 		$4K Buy
+172
New +$4.49K ﹤0.01% 2615

Other funds holding EPOL

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $289M AUM 59.5% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return