Innova Wealth Partners
EPOL icon

Innova Wealth Partners’s iShares MSCI Poland ETF EPOL Stock Holding History

Innova Wealth Partners’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
Q4 		– Sell
-89,850
Closed -$2.18M – 108
2024
Q3 		$2.18M Buy
+89,850
New +$2.17M 1.79% 17

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Morgan Stanley
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UBS Group
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Main Management ETF Advisors
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Korea Investment Corp
Korea Investment Corp Seoul, South Korea $53B AUM 34.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Innova Wealth Partners's EPOL Position: Q4 2024 in Review

Innova Wealth Partners sold out of iShares MSCI Poland ETF (EPOL) in Q4 2024, closing a stake of 89,850 shares — an estimated $2.18M sold.

Innova Wealth Partners first reported a position in EPOL in Q3 2024 and held it in 1 quarter. The position peaked at $2.18M in Q3 2024. 59 funds tracked by Wall St. Rank hold EPOL as of Q4 2024.

  • Innova Wealth Partners reported no remaining iShares MSCI Poland ETF position as of Q4 2024 after selling out during the quarter.
  • Innova Wealth Partners sold 89,850 iShares MSCI Poland ETF shares in Q4 2024, an estimated $2.18M.
  • Innova Wealth Partners first reported a position in iShares MSCI Poland ETF in Q3 2024 and held it in 1 quarter.
  • Innova Wealth Partners's iShares MSCI Poland ETF position peaked at $2.18M in Q3 2024.
  • 59 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q4 2024.

Based on Innova Wealth Partners's 13F filing for Q4 2024, filed 8 Jan 2025.