DC Investments Management’s iShares MSCI Poland ETF EPOL Stock Holding History

DC Investments 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	-52,643	Closed	-$1.47M	–	106
2025 Q1	$1.47M	Hold	52,643	–	–	0.76%	43
2024 Q4	$1.1M	Sell	52,643 -24,044	-31%	-$539K	0.72%	37
2024 Q3	$1.86M	Hold	76,687	–	–	1.3%	16
2024 Q2	$1.88M	Hold	76,687	–	–	1.59%	14
2024 Q1	$1.81M	Hold	76,687	–	–	1.47%	14
2023 Q4	$1.74M	Hold	76,687	–	–	1.74%	13
2023 Q3	$1.31M	Hold	76,687	–	–	1.65%	12
2023 Q2	$1.47M	Hold	76,687	–	–	1.69%	13
2023 Q1	$1.19M	Buy	76,687 +21,951	+40%	+$349K	1.41%	23
2022 Q4	$846K	Buy	+54,736	New	+$742K	1.07%	29

Other funds holding EPOL

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

DC Investments Management's EPOL Position: Q2 2025 in Review

DC Investments Management sold out of iShares MSCI Poland ETF (EPOL) in Q2 2025, closing a stake of 52,643 shares — an estimated $1.47M sold.

DC Investments Management first reported a position in EPOL in Q4 2022 and held it in 10 quarters. The position peaked at $1.88M in Q2 2024. 99 funds tracked by Wall St. Rank hold EPOL as of Q2 2025.

DC Investments Management reported no remaining iShares MSCI Poland ETF position as of Q2 2025 after selling out during the quarter.
DC Investments Management sold 52,643 iShares MSCI Poland ETF shares in Q2 2025, an estimated $1.47M.
DC Investments Management first reported a position in iShares MSCI Poland ETF in Q4 2022 and held it in 10 quarters.
DC Investments Management's iShares MSCI Poland ETF position peaked at $1.88M in Q2 2024.
99 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q2 2025.

Based on DC Investments Management's 13F filing for Q2 2025, filed 14 Aug 2025.