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EverSource Wealth Advisors’s iShares MSCI Poland ETF EPOL Stock Holding History

EverSource Wealth Advisors’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
Q4 		– Sell
-10
Closed -$322 – 4314
2025
Q3 		$322 Hold
10
– – ﹤0.01% 4042
2025
Q2 		$323 Hold
10
– – ﹤0.01% 3988
2025
Q1 		$280 Buy
+10
New +$252 ﹤0.01% 3618

Other funds holding EPOL

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

EverSource Wealth Advisors's EPOL Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of iShares MSCI Poland ETF (EPOL) in Q4 2025, closing a stake of 10 shares — an estimated $322 sold.

EverSource Wealth Advisors first reported a position in EPOL in Q1 2025 and held it in 3 quarters. The position peaked at $323 in Q2 2025. 111 funds tracked by Wall St. Rank hold EPOL as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining iShares MSCI Poland ETF position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 10 iShares MSCI Poland ETF shares in Q4 2025, an estimated $322.
  • EverSource Wealth Advisors first reported a position in iShares MSCI Poland ETF in Q1 2025 and held it in 3 quarters.
  • EverSource Wealth Advisors's iShares MSCI Poland ETF position peaked at $323 in Q2 2025.
  • 111 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.