CWP
EPOL icon

Cyndeo Wealth Partners’s iShares MSCI Poland ETF EPOL Stock Holding History

Cyndeo Wealth Partners’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
Q2 		– Sell
-16,912
Closed -$399K – 400
2024
Q1 		$399K Buy
16,912
+2,438
+17% +$54.9K 0.03% 287
2023
Q4 		$328K Buy
+14,474
New +$299K 0.03% 299

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cyndeo Wealth Partners's EPOL Position: Q2 2024 in Review

Cyndeo Wealth Partners sold out of iShares MSCI Poland ETF (EPOL) in Q2 2024, closing a stake of 16,912 shares — an estimated $399K sold.

Cyndeo Wealth Partners first reported a position in EPOL in Q4 2023 and held it in 2 quarters. The position peaked at $399K in Q1 2024. 71 funds tracked by Wall St. Rank hold EPOL as of Q2 2024.

  • Cyndeo Wealth Partners reported no remaining iShares MSCI Poland ETF position as of Q2 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 16,912 iShares MSCI Poland ETF shares in Q2 2024, an estimated $399K.
  • Cyndeo Wealth Partners first reported a position in iShares MSCI Poland ETF in Q4 2023 and held it in 2 quarters.
  • Cyndeo Wealth Partners's iShares MSCI Poland ETF position peaked at $399K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q2 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2024, filed 30 Jul 2024.