Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares MSCI Poland ETF (EPOL)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/29/2025: 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 48.07% | Avg. Invested days 63 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
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 an index composed of Polish equities. It offers exposure to a broad range of companies in Poland, providing a convenient way to invest in the Polish stock market.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer with a strong track record in the market.
Management Expertise
BlackRock, the issuer of iShares ETFs, has extensive experience and expertise in managing investment funds.
Investment Objective
Goal
To track the investment results of an index composed of Polish equities.
Investment Approach and Strategy
Strategy: EPOL aims to replicate the performance of the MSCI Poland Index by investing in a basket of Polish stocks.
Composition The ETF primarily holds stocks of companies domiciled in Poland, spanning various sectors of the Polish economy.
Market Position
Market Share: EPOL has a significant share of the market for ETFs focusing specifically on Polish equities.
Total Net Assets (AUM): 37720000
Competitors
Key Competitors
Competitive Landscape
EPOL is unique in its focus on Polish equities. Because of recent events in Ukraine and Eastern Europe, there are no key competitors right now.
Financial Performance
Historical Performance: Historical performance data will vary over time and can be sourced from financial data providers.
Benchmark Comparison: The ETF's performance is compared to the MSCI Poland Index.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
The average trading volume for EPOL can fluctuate, but is generally liquid enough for most investors.
Bid-Ask Spread
The bid-ask spread is usually tight, indicating good liquidity.
Market Dynamics
Market Environment Factors
Economic conditions in Poland, global market trends, and geopolitical factors influence the ETF's performance.
Growth Trajectory
The ETF's growth is tied to the performance of the Polish stock market and the overall economic health of Poland. Strategy and holding may be adjusted based on market opportunities.
Moat and Competitive Advantages
Competitive Edge
EPOL benefits from the established reputation of iShares and its focused exposure to the Polish stock market. It offers investors a convenient and liquid way to gain access to the Polish economy. The ETF's broad diversification across Polish companies reduces idiosyncratic risk. Its relatively low expense ratio compared to actively managed funds focusing on Poland provides a cost advantage.
Risk Analysis
Volatility
EPOL's volatility is generally high due to its exposure to an emerging market.
Market Risk
The ETF is subject to market risk associated with investments in Polish equities, including economic and political instability in the region.
Investor Profile
Ideal Investor Profile
EPOL is suitable for investors seeking exposure to the Polish stock market, who are comfortable with higher volatility and emerging market risks.
Market Risk
EPOL may be suitable for long-term investors who believe in the growth potential of the Polish economy, as well as active traders seeking short-term gains.
Summary
The iShares MSCI Poland ETF (EPOL) offers a targeted approach to invest in Polish equities, tracking the MSCI Poland Index. It provides exposure to a basket of Polish companies, making it convenient for investors to participate in the Polish stock market. It suits investors with a higher risk appetite looking for exposure to emerging markets. Performance is impacted by the economic and political conditions in Poland and the region.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- MSCI.com
- Various financial data providers
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs 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.