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GeoWealth Management’s iShares MSCI Poland ETF EPOL Stock Holding History

GeoWealth Management’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
Q2 		– Sell
-1
Closed -$28 – 1234
2025
Q1 		$28 Buy
+1
New +$25 ﹤0.01% 1056

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

GeoWealth Management's EPOL Position: Q2 2025 in Review

GeoWealth Management sold out of iShares MSCI Poland ETF (EPOL) in Q2 2025, closing a stake of 1 share — an estimated $28 sold.

GeoWealth Management first reported a position in EPOL in Q1 2025 and held it in 1 quarter. The position peaked at $28 in Q1 2025. 99 funds tracked by Wall St. Rank hold EPOL as of Q2 2025.

  • GeoWealth Management reported no remaining iShares MSCI Poland ETF position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 1 iShares MSCI Poland ETF share in Q2 2025, an estimated $28.
  • GeoWealth Management first reported a position in iShares MSCI Poland ETF in Q1 2025 and held it in 1 quarter.
  • GeoWealth Management's iShares MSCI Poland ETF position peaked at $28 in Q1 2025.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.