Wellington Management Group’s iShares MSCI Poland ETF EPOL Stock Holding History

Wellington Management Group’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
2024 Q1	–	Sell	-103,374	Closed	-$2.34M	–	1920
2023 Q4	$2.34M	Buy	103,374 +7,380	+8%	+$152K	﹤0.01%	1455
2023 Q3	$1.64M	Hold	95,994	–	–	﹤0.01%	1509
2023 Q2	$1.84M	Hold	95,994	–	–	﹤0.01%	1493
2023 Q1	$1.49M	Sell	95,994 -4,415	-4%	-$70.1K	﹤0.01%	1567
2022 Q4	$1.55M	Buy	100,409 +18,487	+23%	+$251K	﹤0.01%	1557
2022 Q3	$882K	Buy	81,922 +3,172	+4%	+$41.9K	﹤0.01%	1681
2022 Q2	$1.15M	Sell	78,750 -12,889	-14%	-$208K	﹤0.01%	1652
2022 Q1	$1.74M	Hold	91,639	–	–	﹤0.01%	1635
2021 Q4	$1.93M	Buy	+91,639	New	+$2.01M	﹤0.01%	1681

Other funds holding EPOL

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

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

Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Wellington Management Group's EPOL Position: Q1 2024 in Review

Wellington Management Group sold out of iShares MSCI Poland ETF (EPOL) in Q1 2024, closing a stake of 103,374 shares — an estimated $2.34M sold.

Wellington Management Group first reported a position in EPOL in Q4 2021 and held it in 9 quarters. The position peaked at $2.34M in Q4 2023. 70 funds tracked by Wall St. Rank hold EPOL as of Q1 2024.

Wellington Management Group reported no remaining iShares MSCI Poland ETF position as of Q1 2024 after selling out during the quarter.
Wellington Management Group sold 103,374 iShares MSCI Poland ETF shares in Q1 2024, an estimated $2.34M.
Wellington Management Group first reported a position in iShares MSCI Poland ETF in Q4 2021 and held it in 9 quarters.
Wellington Management Group's iShares MSCI Poland ETF position peaked at $2.34M in Q4 2023.
70 funds tracked by Wall St. Rank held iShares MSCI Poland ETF as of Q1 2024.

Based on Wellington Management Group's 13F filing for Q1 2024, filed 15 May 2024.