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 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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

CAM

Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Robertson Stephens Wealth Management's EPOL Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares MSCI Poland ETF (EPOL) stake by 95% in Q2 2026, selling an estimated $7.56M and leaving 9,889 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #482.

Robertson Stephens Wealth Management first reported a position in EPOL in Q1 2023 and has held it in 5 quarters since. The position peaked at $7.36M in Q1 2026. 34 funds tracked by Wall St. Rank hold EPOL as of Q2 2026.

Robertson Stephens Wealth Management held 9,889 shares of iShares MSCI Poland ETF worth $382K as of Q2 2026.
Robertson Stephens Wealth Management sold 192,378 iShares MSCI Poland ETF shares in Q2 2026, an estimated $7.56M.
iShares MSCI Poland ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #482 holding.
Robertson Stephens Wealth Management first reported a position in iShares MSCI Poland ETF in Q1 2023 and has held it in 5 quarters since.
Robertson Stephens Wealth Management's iShares MSCI Poland ETF position peaked at $7.36M in Q1 2026.
34 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.