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IHT Wealth Management’s iShares MSCI Poland ETF EPOL Stock Holding History

IHT Wealth 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
2017
Q3 		– Sell
-338
Closed -$1K – 1465
2017
Q2 		$1K Buy
338
+158
+88% +$3.71K ﹤0.01% 1296
2017
Q1 		$10K Buy
180
+30
+20% +$622 0.01% 837
2016
Q4 		$3K Buy
+150
New +$2.68K ﹤0.01% 978

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return

IHT Wealth Management's EPOL Position: Q3 2017 in Review

IHT Wealth Management sold out of iShares MSCI Poland ETF (EPOL) in Q3 2017, closing a stake of 338 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in EPOL in Q4 2016 and held it in 3 quarters. The position peaked at $10K in Q1 2017. 71 funds tracked by Wall St. Rank hold EPOL as of Q3 2017.

  • IHT Wealth Management reported no remaining iShares MSCI Poland ETF position as of Q3 2017 after selling out during the quarter.
  • IHT Wealth Management sold 338 iShares MSCI Poland ETF shares in Q3 2017, an estimated $1K.
  • IHT Wealth Management first reported a position in iShares MSCI Poland ETF in Q4 2016 and held it in 3 quarters.
  • IHT Wealth Management's iShares MSCI Poland ETF position peaked at $10K in Q1 2017.
  • 71 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q3 2017.

Based on IHT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.