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 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

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

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

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

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

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

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Elm3 Financial Group's EPOL Position: Q1 2026 in Review

Elm3 Financial Group reduced its iShares MSCI Poland ETF (EPOL) stake by 1.9% in Q1 2026, selling an estimated $12.7K and leaving 17,630 shares worth $642K. The position accounts for 0.54% of the portfolio, ranked #51.

Elm3 Financial Group first reported a position in EPOL in Q1 2025 and has held it in 5 quarters since. 116 funds tracked by Wall St. Rank hold EPOL as of Q1 2026.

Elm3 Financial Group held 17,630 shares of iShares MSCI Poland ETF worth $642K as of Q1 2026.
Elm3 Financial Group sold 346 iShares MSCI Poland ETF shares in Q1 2026, an estimated $12.7K.
iShares MSCI Poland ETF made up 0.54% of Elm3 Financial Group's portfolio in Q1 2026, its #51 holding.
Elm3 Financial Group first reported a position in iShares MSCI Poland ETF in Q1 2025 and has held it in 5 quarters since.
116 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.