Robertson Stephens Wealth Management’s iShares MSCI Poland ETF EPOL Stock Holding History

Robertson Stephens 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
2026 Q3	–	Sell	-9,889	Closed	-$382K	–	653
2026 Q2	$382K	Sell	9,889 -192,378	-95%	-$7.56M	0.01%	482
2026 Q1	$7.36M	Buy	202,267 +184,836	+1,060%	+$6.77M	0.21%	96
2025 Q4	$613K	Buy	+17,431	New	+$589K	0.02%	387
2023 Q3	–	Sell	-348,761	Closed	-$6.69M	–	451
2023 Q2	$6.69M	Buy	348,761 +70,068	+25%	+$1.24M	0.47%	43
2023 Q1	$4.31M	Buy	+278,693	New	+$4.42M	0.33%	65

Other funds holding EPOL

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Point Nemo Capital Dripping Springs, Texas $215M AUM 44.74% 1-Year Est. Return

Y.D. More Investments Ramat Gan, Israel $3.47B AUM 82.09% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

LBP AM Paris, France $11.2B AUM 34.48% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Robertson Stephens Wealth Management's EPOL Position: Q3 2026 in Review

Robertson Stephens Wealth Management sold out of iShares MSCI Poland ETF (EPOL) in Q3 2026, closing a stake of 9,889 shares — an estimated $382K sold.

Robertson Stephens Wealth Management first reported a position in EPOL in Q1 2023 and held it in 5 quarters. The position peaked at $7.36M in Q1 2026. 73 funds tracked by Wall St. Rank hold EPOL as of Q3 2026.

Robertson Stephens Wealth Management reported no remaining iShares MSCI Poland ETF position as of Q3 2026 after selling out during the quarter.
Robertson Stephens Wealth Management sold 9,889 iShares MSCI Poland ETF shares in Q3 2026, an estimated $382K.
Robertson Stephens Wealth Management first reported a position in iShares MSCI Poland ETF in Q1 2023 and held it in 5 quarters.
Robertson Stephens Wealth Management's iShares MSCI Poland ETF position peaked at $7.36M in Q1 2026.
73 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.