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Fortis Group Advisors’s iShares MSCI Poland ETF EPOL Stock Holding History

Fortis Group 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
Q3 		– Sell
-24,002
Closed -$762K – 543
2025
Q2 		$762K Sell
24,002
-55,223
-70% -$1.63M 0.14% 134
2025
Q1 		$2.22M Buy
+79,225
New +$1.99M 0.43% 65

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
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Fortis Group Advisors's EPOL Position: Q3 2025 in Review

Fortis Group Advisors sold out of iShares MSCI Poland ETF (EPOL) in Q3 2025, closing a stake of 24,002 shares — an estimated $762K sold.

Fortis Group Advisors first reported a position in EPOL in Q1 2025 and held it in 2 quarters. The position peaked at $2.22M in Q1 2025. 103 funds tracked by Wall St. Rank hold EPOL as of Q3 2025.

  • Fortis Group Advisors reported no remaining iShares MSCI Poland ETF position as of Q3 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 24,002 iShares MSCI Poland ETF shares in Q3 2025, an estimated $762K.
  • Fortis Group Advisors first reported a position in iShares MSCI Poland ETF in Q1 2025 and held it in 2 quarters.
  • Fortis Group Advisors's iShares MSCI Poland ETF position peaked at $2.22M in Q1 2025.
  • 103 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q3 2025.

Based on Fortis Group Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.