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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 $33.7B AUM 43.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Financial & Tax Architects's EPOL Position: Q3 2024 in Review

Financial & Tax Architects sold out of iShares MSCI Poland ETF (EPOL) in Q3 2024, closing a stake of 61,146 shares — an estimated $1.5M sold.

Financial & Tax Architects first reported a position in EPOL in Q2 2023 and held it in 3 quarters. The position peaked at $1.5M in Q2 2024. 71 funds tracked by Wall St. Rank hold EPOL as of Q3 2024.

  • Financial & Tax Architects reported no remaining iShares MSCI Poland ETF position as of Q3 2024 after selling out during the quarter.
  • Financial & Tax Architects sold 61,146 iShares MSCI Poland ETF shares in Q3 2024, an estimated $1.5M.
  • Financial & Tax Architects first reported a position in iShares MSCI Poland ETF in Q2 2023 and held it in 3 quarters.
  • Financial & Tax Architects's iShares MSCI Poland ETF position peaked at $1.5M in Q2 2024.
  • 71 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q3 2024.

Based on Financial & Tax Architects's 13F filing for Q3 2024, filed 13 Nov 2024.