MSWM
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McGlone Suttner Wealth Management’s iShares MSCI Poland ETF EPOL Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-11
Closed -$256 – 357
2023
Q4 		$256 Buy
+11
New +$227 ﹤0.01% 749

Other funds holding EPOL

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State of Tennessee, Department of Treasury
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

McGlone Suttner Wealth Management's EPOL Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of iShares MSCI Poland ETF (EPOL) in Q1 2024, closing a stake of 11 shares — an estimated $256 sold.

McGlone Suttner Wealth Management first reported a position in EPOL in Q4 2023 and held it in 1 quarter. The position peaked at $256 in Q4 2023. 70 funds tracked by Wall St. Rank hold EPOL as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining iShares MSCI Poland ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 11 iShares MSCI Poland ETF shares in Q1 2024, an estimated $256.
  • McGlone Suttner Wealth Management first reported a position in iShares MSCI Poland ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's iShares MSCI Poland ETF position peaked at $256 in Q4 2023.
  • 70 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.