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iShares MSCI Poland ETF (EPOL)
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Upturn Advisory Summary
11/13/2025: EPOL (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 51.81% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/13/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.38 | 52 Weeks Range 19.75 - 31.80 | Updated Date 06/29/2025 |
52 Weeks Range 19.75 - 31.80 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares MSCI Poland ETF
ETF Overview
Overview
The iShares MSCI Poland ETF (EPOL) seeks to track the investment results of a broad-based index composed of Polish equities. It provides exposure to the Polish stock market and aims to reflect the performance of Polish companies. The fund generally invests in a representative sample of securities included in the underlying index.
Reputation and Reliability
BlackRock is a well-established and reputable asset manager with a long track record of managing ETFs.
Management Expertise
BlackRock has extensive experience and expertise in managing various ETFs across different asset classes and geographies.
Investment Objective
Goal
To track the investment results of the MSCI Poland Index, a broad-based index of Polish equities.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the MSCI Poland Index.
Composition The ETF primarily holds stocks of Polish companies across various sectors.
Market Position
Market Share: Data not available to accurately quantify market share.
Total Net Assets (AUM): 119480000
Competitors
Key Competitors
- None
Competitive Landscape
Currently there are no direct US ETF competitors for EPOL, making it a unique fund for investors seeking exposure to the Polish equity market. This lack of competition provides EPOL with a significant advantage in attracting capital allocated for Polish equities. Conversely, the absence of competitors suggests either limited investor interest or challenges in establishing similar funds focused on Poland.
Financial Performance
Historical Performance: Historical performance data unavailable at this time for direct structured output.
Benchmark Comparison: Performance is typically compared against the MSCI Poland Index.
Expense Ratio: 0.0059
Liquidity
Average Trading Volume
The ETF's liquidity is moderate, with an average trading volume of ~50,000 shares.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting moderate liquidity and trading activity for this specific ETF.
Market Dynamics
Market Environment Factors
Economic growth in Poland, political stability, global market conditions, and investor sentiment towards emerging markets influence the ETF's performance.
Growth Trajectory
Growth is tied to Polish economic development and investor interest in emerging markets; changes in strategy or holdings will be publicly disclosed.
Moat and Competitive Advantages
Competitive Edge
EPOL's primary advantage lies in being one of the few ETFs providing targeted exposure to the Polish equity market. This focused exposure allows investors seeking to allocate capital to Poland without having to invest in individual stocks or other potentially less efficient vehicles. BlackRock's strong reputation further enhances the fund's attractiveness. The low expense ratio helps retain and attract investors.
Risk Analysis
Volatility
Emerging markets ETFs are generally more volatile than developed market ETFs.
Market Risk
Specific risks include currency risk, political risk, and economic risk associated with investing in Poland.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the Polish equity market, those with a higher risk tolerance, and those who want diversification through a single ETF.
Market Risk
Suitable for long-term investors with a higher risk tolerance and those seeking strategic exposure to emerging markets or tactical investors who can assess the political climate in Poland.
Summary
The iShares MSCI Poland ETF (EPOL) offers investors targeted exposure to the Polish equity market. Its passive strategy tracks the MSCI Poland Index. The absence of direct competitors enhances its attractiveness to investors interested in Polish equities. However, investors should be mindful of the risks associated with investing in emerging markets, including potential political and economic instability. BlackRock's solid track record reinforces investor confidence in EPOL's management.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares Website
- MSCI Index Fact Sheet
Disclaimers:
The data is for informational purposes only and should not be considered investment advice. Investing involves risk, including the potential loss of principal.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares MSCI Poland ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is a free float-adjusted market capitalization-weighted index that is designed to measure the performance of the large-, mid- and small-capitalization segments of the equity market in Poland. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.