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MGWM
Marks Group Wealth Management’s
iShares MSCI Poland ETF
EPOL
Stock Holding History
Marks Group Wealth Management’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
Q2
–
Sell
-14,709
Closed
-$279K
–
293
2022
Q1
$279K
Sell
14,709
-8,181
-36%
-$162K
0.04%
275
2021
Q4
$482K
Sell
22,890
-40,062
-64%
-$880K
0.06%
236
2021
Q3
$1.39M
Sell
62,952
-27,768
-31%
-$614K
0.19%
130
2021
Q2
$1.95M
Sell
90,720
-6,750
-7%
-$141K
0.27%
116
2021
Q1
$1.75M
Buy
97,470
+1,403
+1%
+$26.7K
0.26%
110
2020
Q4
$1.83M
Buy
96,067
+5,695
+6%
+$98.4K
0.28%
111
2020
Q3
$1.49M
Sell
90,372
-61,420
-40%
-$1.08M
0.27%
113
2020
Q2
$2.52M
Buy
151,792
+425
+0.3%
+$6.61K
0.51%
89
2020
Q1
$2.07M
Buy
151,367
+13,336
+10%
+$244K
0.53%
85
2019
Q4
$2.91M
Buy
+138,031
New
+$2.94M
0.57%
79
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1-Year Est. Return
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1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
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$134B AUM
35.51%
1-Year Est. Return
Korea Investment Corp
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$48.3B AUM
31.57%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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