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Synergy Asset Management’s iShares MSCI Poland ETF EPOL Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-24
Closed -$582 – 284
2024
Q4 		$582 Buy
+24
New +$538 ﹤0.01% 762

Other funds holding EPOL

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Synergy Asset Management's EPOL Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares MSCI Poland ETF (EPOL) in Q1 2025, closing a stake of 24 shares — an estimated $582 sold.

Synergy Asset Management first reported a position in EPOL in Q4 2024 and held it in 1 quarter. The position peaked at $582 in Q4 2024. 90 funds tracked by Wall St. Rank hold EPOL as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares MSCI Poland ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 24 iShares MSCI Poland ETF shares in Q1 2025, an estimated $582.
  • Synergy Asset Management first reported a position in iShares MSCI Poland ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's iShares MSCI Poland ETF position peaked at $582 in Q4 2024.
  • 90 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.