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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
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

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewSquare Capital's EPOL Position: Q1 2026 in Review

NewSquare Capital increased its iShares MSCI Poland ETF (EPOL) stake by 207% in Q1 2026, buying an estimated $2.64M and bringing the position to 106,983 shares worth $3.9M. The position accounts for 0.34% of the portfolio, ranked #93.

NewSquare Capital first reported a position in EPOL in Q4 2017 and has held it in 14 quarters since. 116 funds tracked by Wall St. Rank hold EPOL as of Q1 2026.

  • NewSquare Capital held 106,983 shares of iShares MSCI Poland ETF worth $3.9M as of Q1 2026.
  • NewSquare Capital bought 72,087 iShares MSCI Poland ETF shares in Q1 2026, an estimated $2.64M.
  • iShares MSCI Poland ETF made up 0.34% of NewSquare Capital's portfolio in Q1 2026, its #93 holding.
  • NewSquare Capital first reported a position in iShares MSCI Poland ETF in Q4 2017 and has held it in 14 quarters since.
  • 116 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.