EFG
EPOL icon

Elm3 Financial Group’s iShares MSCI Poland ETF EPOL Stock Holding History

Elm3 Financial Group’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
2026
Q2 		$607K Sell
15,732
-1,898
-11% -$74.5K 0.42% 63
2026
Q1 		$642K Sell
17,630
-346
-2% -$12.7K 0.54% 51
2025
Q4 		$633K Sell
17,976
-1,057
-6% -$35.7K 0.52% 47
2025
Q3 		$613K Sell
19,033
-391
-2% -$12.7K 0.5% 40
2025
Q2 		$627K Buy
19,424
+183
+1% +$5.41K 0.52% 41
2025
Q1 		$539K Buy
+19,241
New +$484K 0.47% 49

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $692M AUM 44.95% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Elm3 Financial Group's EPOL Position: Q2 2026 in Review

Elm3 Financial Group reduced its iShares MSCI Poland ETF (EPOL) stake by 11% in Q2 2026, selling an estimated $74.5K and leaving 15,732 shares worth $607K. The position accounts for 0.42% of the portfolio, ranked #63.

Elm3 Financial Group first reported a position in EPOL in Q1 2025 and has held it in 6 quarters since. The position peaked at $642K in Q1 2026. 112 funds tracked by Wall St. Rank hold EPOL as of Q2 2026.

  • Elm3 Financial Group held 15,732 shares of iShares MSCI Poland ETF worth $607K as of Q2 2026.
  • Elm3 Financial Group sold 1,898 iShares MSCI Poland ETF shares in Q2 2026, an estimated $74.5K.
  • iShares MSCI Poland ETF made up 0.42% of Elm3 Financial Group's portfolio in Q2 2026, its #63 holding.
  • Elm3 Financial Group first reported a position in iShares MSCI Poland ETF in Q1 2025 and has held it in 6 quarters since.
  • Elm3 Financial Group's iShares MSCI Poland ETF position peaked at $642K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.