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NewSquare Capital’s iShares MSCI Poland ETF EPOL Stock Holding History

NewSquare Capital’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
2026
Q2 		– Sell
-106,983
Closed -$3.9M – 240
2026
Q1 		$3.9M Buy
106,983
+72,087
+207% +$2.64M 0.34% 93
2025
Q4 		$1.23M Sell
34,896
-21,871
-39% -$740K 0.11% 124
2025
Q3 		$1.83M Buy
56,767
+1,843
+3% +$59.9K 0.12% 114
2025
Q2 		$1.77M Sell
54,924
-1,550
-3% -$45.8K 0.13% 107
2025
Q1 		$1.58M Sell
56,474
-6,811
-11% -$171K 0.13% 110
2024
Q4 		$1.32M Buy
63,285
+3,332
+6% +$74.7K 0.11% 114
2024
Q3 		$1.45M Buy
59,953
+8,178
+16% +$197K 0.12% 114
2024
Q2 		$1.27M Sell
51,775
-4,590
-8% -$111K 0.11% 112
2024
Q1 		$1.33M Buy
+56,365
New +$1.27M 0.12% 113
2022
Q3 		– Sell
-1
Closed – – 435
2022
Q2 		$0 Hold
1
– – ﹤0.01% 372
2022
Q1 		$0 Sell
1
-55,265
-100% -$1.09M ﹤0.01% 400
2021
Q4 		$1.16M Buy
+55,266
New +$1.21M 0.12% 117
2018
Q2 		– Sell
-77,672
Closed -$1.93M – 313
2018
Q1 		$1.93M Buy
77,672
+5,281
+7% +$145K 0.42% 37
2017
Q4 		$1.96M Buy
+72,391
New +$1.94M 0.45% 36

Other funds holding EPOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

NewSquare Capital's EPOL Position: Q2 2026 in Review

NewSquare Capital sold out of iShares MSCI Poland ETF (EPOL) in Q2 2026, closing a stake of 106,983 shares — an estimated $3.9M sold.

NewSquare Capital first reported a position in EPOL in Q4 2017 and held it in 14 quarters. The position peaked at $3.9M in Q1 2026. 111 funds tracked by Wall St. Rank hold EPOL as of Q2 2026.

  • NewSquare Capital reported no remaining iShares MSCI Poland ETF position as of Q2 2026 after selling out during the quarter.
  • NewSquare Capital sold 106,983 iShares MSCI Poland ETF shares in Q2 2026, an estimated $3.9M.
  • NewSquare Capital first reported a position in iShares MSCI Poland ETF in Q4 2017 and held it in 14 quarters.
  • NewSquare Capital's iShares MSCI Poland ETF position peaked at $3.9M in Q1 2026.
  • 111 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.