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

Other funds holding EPOL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

Marks Group Wealth Management's EPOL Position: Q2 2022 in Review

Marks Group Wealth Management sold out of iShares MSCI Poland ETF (EPOL) in Q2 2022, closing a stake of 14,709 shares — an estimated $279K sold.

Marks Group Wealth Management first reported a position in EPOL in Q4 2019 and held it in 10 quarters. The position peaked at $2.91M in Q4 2019. 48 funds tracked by Wall St. Rank hold EPOL as of Q2 2022.

Marks Group Wealth Management reported no remaining iShares MSCI Poland ETF position as of Q2 2022 after selling out during the quarter.
Marks Group Wealth Management sold 14,709 iShares MSCI Poland ETF shares in Q2 2022, an estimated $279K.
Marks Group Wealth Management first reported a position in iShares MSCI Poland ETF in Q4 2019 and held it in 10 quarters.
Marks Group Wealth Management's iShares MSCI Poland ETF position peaked at $2.91M in Q4 2019.
48 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q2 2022.

Based on Marks Group Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.