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Legacy Capital Group California’s iShares MSCI Poland ETF EPOL Stock Holding History

Legacy Capital Group California’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
-35,189
Closed -$853K – 340
2024
Q3 		$853K Buy
35,189
+571
+2% +$13.8K 0.28% 99
2024
Q2 		$849K Buy
34,618
+1,448
+4% +$35.1K 0.31% 90
2024
Q1 		$782K Buy
+33,170
New +$746K 0.29% 114

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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Legacy Capital Group California's EPOL Position: Q4 2024 in Review

Legacy Capital Group California sold out of iShares MSCI Poland ETF (EPOL) in Q4 2024, closing a stake of 35,189 shares — an estimated $853K sold.

Legacy Capital Group California first reported a position in EPOL in Q1 2024 and held it in 3 quarters. The position peaked at $853K in Q3 2024. 59 funds tracked by Wall St. Rank hold EPOL as of Q4 2024.

  • Legacy Capital Group California reported no remaining iShares MSCI Poland ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 35,189 iShares MSCI Poland ETF shares in Q4 2024, an estimated $853K.
  • Legacy Capital Group California first reported a position in iShares MSCI Poland ETF in Q1 2024 and held it in 3 quarters.
  • Legacy Capital Group California's iShares MSCI Poland ETF position peaked at $853K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q4 2024.

Based on Legacy Capital Group California's 13F filing for Q4 2024, filed 3 Feb 2025.