FTA
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Financial & Tax Architects’s iShares MSCI Poland ETF EPOL Stock Holding History

Financial & Tax Architects’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
2024
Q3 		– Sell
-61,146
Closed -$1.5M – 97
2024
Q2 		$1.5M Buy
+61,146
New +$1.48M 0.4% 48
2024
Q1 		– Sell
-28,223
Closed -$639K – 89
2023
Q4 		$639K Buy
+28,223
New +$583K 0.19% 67
2023
Q3 		– Sell
-52,382
Closed -$1M – 86
2023
Q2 		$1M Buy
+52,382
New +$931K 0.31% 46

Other funds holding EPOL

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return