Private Advisory Group’s iShares MSCI Poland ETF EPOL Stock Holding History

Private Advisory Group’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	-22,111	Closed	-$501K	–	192
2023 Q4	$501K	Sell	22,111 -12,902	-37%	-$267K	0.09%	136
2023 Q3	$599K	Buy	+35,013	New	+$673K	0.12%	128
2018 Q1	–	Sell	-9,742	Closed	-$264K	–	110
2017 Q4	$264K	Sell	9,742 -5,115	-34%	-$137K	0.14%	113
2017 Q3	$394K	Sell	14,857 -106	-0.7%	-$2.76K	0.23%	72
2017 Q2	$364K	Buy	14,963 +5,136	+52%	+$121K	0.22%	87
2017 Q1	$212K	Buy	+9,827	New	+$204K	0.14%	128

Other funds holding EPOL

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return

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

Private Advisory Group's EPOL Position: Q1 2024 in Review

Private Advisory Group sold out of iShares MSCI Poland ETF (EPOL) in Q1 2024, closing a stake of 22,111 shares — an estimated $501K sold.

Private Advisory Group first reported a position in EPOL in Q1 2017 and held it in 6 quarters. The position peaked at $599K in Q3 2023. 70 funds tracked by Wall St. Rank hold EPOL as of Q1 2024.

Private Advisory Group reported no remaining iShares MSCI Poland ETF position as of Q1 2024 after selling out during the quarter.
Private Advisory Group sold 22,111 iShares MSCI Poland ETF shares in Q1 2024, an estimated $501K.
Private Advisory Group first reported a position in iShares MSCI Poland ETF in Q1 2017 and held it in 6 quarters.
Private Advisory Group's iShares MSCI Poland ETF position peaked at $599K in Q3 2023.
70 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q1 2024.

Based on Private Advisory Group's 13F filing for Q1 2024, filed 14 May 2024.