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Juncture Wealth Strategies’s iShares MSCI Poland ETF EPOL Stock Holding History

Juncture Wealth Strategies’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
2022
Q1 		– Sell
-157,368
Closed -$3.31M – 118
2021
Q4 		$3.31M Buy
+157,368
New +$3.46M 1.58% 17

Other funds holding EPOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

Juncture Wealth Strategies's EPOL Position: Q1 2022 in Review

Juncture Wealth Strategies sold out of iShares MSCI Poland ETF (EPOL) in Q1 2022, closing a stake of 157,368 shares — an estimated $3.31M sold.

Juncture Wealth Strategies first reported a position in EPOL in Q4 2021 and held it in 1 quarter. The position peaked at $3.31M in Q4 2021. 45 funds tracked by Wall St. Rank hold EPOL as of Q1 2022.

  • Juncture Wealth Strategies reported no remaining iShares MSCI Poland ETF position as of Q1 2022 after selling out during the quarter.
  • Juncture Wealth Strategies sold 157,368 iShares MSCI Poland ETF shares in Q1 2022, an estimated $3.31M.
  • Juncture Wealth Strategies first reported a position in iShares MSCI Poland ETF in Q4 2021 and held it in 1 quarter.
  • Juncture Wealth Strategies's iShares MSCI Poland ETF position peaked at $3.31M in Q4 2021.
  • 45 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q1 2022.

Based on Juncture Wealth Strategies's 13F filing for Q1 2022, filed 14 Jul 2022.