Wealthcare Advisory Partners’s iShares MSCI Poland ETF EPOL Stock Holding History

Wealthcare Advisory Partners’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
2020 Q1	–	Sell	-30	Closed	-$1K	–	1507
2019 Q4	$1K	Hold	30	–	–	﹤0.01%	1316
2019 Q3	$1K	Hold	30	–	–	﹤0.01%	1281
2019 Q2	$1K	Hold	30	–	–	﹤0.01%	1244
2019 Q1	$1K	Hold	30	–	–	﹤0.01%	1148
2018 Q4	$1K	Hold	30	–	–	﹤0.01%	1134
2018 Q3	$1K	Sell	30 -239	-89%	-$5.6K	﹤0.01%	1171
2018 Q2	$6K	Buy	269 +239	+797%	+$5.75K	﹤0.01%	940
2018 Q1	$1K	Hold	30	–	–	﹤0.01%	1007
2017 Q4	$1K	Buy	+30	New	+$803	﹤0.01%	982

Other funds holding EPOL

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

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

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

BPC

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthcare Advisory Partners's EPOL Position: Q1 2020 in Review

Wealthcare Advisory Partners sold out of iShares MSCI Poland ETF (EPOL) in Q1 2020, closing a stake of 30 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in EPOL in Q4 2017 and held it in 9 quarters. The position peaked at $6K in Q2 2018. 48 funds tracked by Wall St. Rank hold EPOL as of Q1 2020.

Wealthcare Advisory Partners reported no remaining iShares MSCI Poland ETF position as of Q1 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 30 iShares MSCI Poland ETF shares in Q1 2020, an estimated $1K.
Wealthcare Advisory Partners first reported a position in iShares MSCI Poland ETF in Q4 2017 and held it in 9 quarters.
Wealthcare Advisory Partners's iShares MSCI Poland ETF position peaked at $6K in Q2 2018.
48 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q1 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2020, filed 29 Apr 2020.