Elm3 Financial Group
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
Q3 		$695K Sell
15,678
-54
-0.3% -$2.33K 0.46% 54
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Black Swift Group
Black Swift Group Boulder, Colorado $711M AUM 33.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Point Nemo Capital
Point Nemo Capital Dripping Springs, Texas $215M AUM 44.74% 1-Year Est. Return
Y.D. More Investments
Y.D. More Investments Ramat Gan, Israel $3.47B AUM 82.09% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Elm3 Financial Group's EPOL Position: Q3 2026 in Review

Elm3 Financial Group reduced its iShares MSCI Poland ETF (EPOL) stake by 0.34% in Q3 2026, selling an estimated $2.33K and leaving 15,678 shares worth $695K. The position accounts for 0.46% of the portfolio, ranked #54.

Elm3 Financial Group first reported a position in EPOL in Q1 2025 and has held it in 7 quarters since. 88 funds tracked by Wall St. Rank hold EPOL as of Q3 2026.

  • Elm3 Financial Group held 15,678 shares of iShares MSCI Poland ETF worth $695K as of Q3 2026.
  • Elm3 Financial Group sold 54 iShares MSCI Poland ETF shares in Q3 2026, an estimated $2.33K.
  • iShares MSCI Poland ETF made up 0.46% of Elm3 Financial Group's portfolio in Q3 2026, its #54 holding.
  • Elm3 Financial Group first reported a position in iShares MSCI Poland ETF in Q1 2025 and has held it in 7 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.