Sunbelt Securities’s iShares MSCI Poland ETF EPOL Stock Holding History

Sunbelt Securities’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
2025 Q2	–	Sell	-11,382	Closed	-$319K	–	1832
2025 Q1	$319K	Buy	+11,382	New	+$287K	0.03%	440
2024 Q4	–	Sell	-17	Closed	-$412	–	1841
2024 Q3	$412	Sell	17 -7,111	-100%	-$172K	﹤0.01%	1754
2024 Q2	$175K	Buy	+7,128	New	+$173K	0.02%	592

Other funds holding EPOL

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

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

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

BPC

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Sunbelt Securities's EPOL Position: Q2 2025 in Review

Sunbelt Securities sold out of iShares MSCI Poland ETF (EPOL) in Q2 2025, closing a stake of 11,382 shares — an estimated $319K sold.

Sunbelt Securities first reported a position in EPOL in Q2 2024 and held it in 3 quarters. The position peaked at $319K in Q1 2025. 99 funds tracked by Wall St. Rank hold EPOL as of Q2 2025.

Sunbelt Securities reported no remaining iShares MSCI Poland ETF position as of Q2 2025 after selling out during the quarter.
Sunbelt Securities sold 11,382 iShares MSCI Poland ETF shares in Q2 2025, an estimated $319K.
Sunbelt Securities first reported a position in iShares MSCI Poland ETF in Q2 2024 and held it in 3 quarters.
Sunbelt Securities's iShares MSCI Poland ETF position peaked at $319K in Q1 2025.
99 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q2 2025.

Based on Sunbelt Securities's 13F filing for Q2 2025, filed 14 Aug 2025.