Lion Street Advisors’s iShares MSCI Poland ETF EPOL Stock Holding History

Lion Street Advisors’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
2025 Q1	–	Sell	-17,079	Closed	-$356K	–	273
2024 Q4	$356K	Buy	17,079 +13	+0.1%	+$291	0.11%	181
2024 Q3	$414K	Sell	17,066 -286	-2%	-$6.9K	0.14%	158
2024 Q2	$426K	Hold	17,352	–	–	0.16%	140
2024 Q1	$393K	Hold	17,352	–	–	0.16%	139
2023 Q4	$393K	Buy	+17,352	New	+$358K	0.16%	139

Other funds holding EPOL

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Lion Street Advisors's EPOL Position: Q1 2025 in Review

Lion Street Advisors sold out of iShares MSCI Poland ETF (EPOL) in Q1 2025, closing a stake of 17,079 shares — an estimated $356K sold.

Lion Street Advisors first reported a position in EPOL in Q4 2023 and held it in 5 quarters. The position peaked at $426K in Q2 2024. 90 funds tracked by Wall St. Rank hold EPOL as of Q1 2025.

Lion Street Advisors reported no remaining iShares MSCI Poland ETF position as of Q1 2025 after selling out during the quarter.
Lion Street Advisors sold 17,079 iShares MSCI Poland ETF shares in Q1 2025, an estimated $356K.
Lion Street Advisors first reported a position in iShares MSCI Poland ETF in Q4 2023 and held it in 5 quarters.
Lion Street Advisors's iShares MSCI Poland ETF position peaked at $426K in Q2 2024.
90 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q1 2025.

Based on Lion Street Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.