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Kaizen Financial Strategies’s iShares MSCI Poland ETF EPOL Stock Holding History

Kaizen Financial 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
2026
Q2 		$656K Sell
16,944
-1,371
-7% -$53.8K 0.21% 71
2026
Q1 		$731K Buy
18,315
+597
+3% +$21.9K 0.31% 63
2025
Q4 		$623K Buy
17,718
+2,268
+15% +$76.7K 0.28% 63
2025
Q3 		$525K Buy
15,450
+3,450
+29% +$112K 0.24% 76
2025
Q2 		$387K Buy
+12,000
New +$355K 0.2% 94

Other funds holding EPOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Kaizen Financial Strategies's EPOL Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its iShares MSCI Poland ETF (EPOL) stake by 7.5% in Q2 2026, selling an estimated $53.8K and leaving 16,944 shares worth $656K. The position accounts for 0.21% of the portfolio, ranked #71.

Kaizen Financial Strategies first reported a position in EPOL in Q2 2025 and has held it in 5 quarters since. The position peaked at $731K in Q1 2026. 111 funds tracked by Wall St. Rank hold EPOL as of Q2 2026.

  • Kaizen Financial Strategies held 16,944 shares of iShares MSCI Poland ETF worth $656K as of Q2 2026.
  • Kaizen Financial Strategies sold 1,371 iShares MSCI Poland ETF shares in Q2 2026, an estimated $53.8K.
  • iShares MSCI Poland ETF made up 0.21% of Kaizen Financial Strategies's portfolio in Q2 2026, its #71 holding.
  • Kaizen Financial Strategies first reported a position in iShares MSCI Poland ETF in Q2 2025 and has held it in 5 quarters since.
  • Kaizen Financial Strategies's iShares MSCI Poland ETF position peaked at $731K in Q1 2026.
  • 111 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.