4FG
EPU icon

4Thought Financial Group’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

4Thought Financial Group’s Portfolio EPU Stock Details EPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.05K Hold
25
– – ﹤0.01% 97
2026
Q1 		$2K Sell
25
-6
-19% -$507 ﹤0.01% 97
2025
Q4 		$2.27K Sell
31
-10
-24% -$647 ﹤0.01% 88
2025
Q3 		$2.49K Buy
41
+1
+3% +$53 ﹤0.01% 86
2025
Q2 		$1.97K Hold
40
– – ﹤0.01% 87
2025
Q1 		$1.74K Hold
40
– – ﹤0.01% 87
2024
Q4 		$1.6K Buy
40
+1
+3% +$43 ﹤0.01% 87
2024
Q3 		$1.69K Sell
39
-1
-3% -$41 ﹤0.01% 105
2024
Q2 		$1.59K Buy
40
+2
+5% +$83 ﹤0.01% 106
2024
Q1 		$1.49K Sell
38
-5
-12% -$176 ﹤0.01% 105
2023
Q4 		$1.48K Hold
43
– – ﹤0.01% 111
2023
Q3 		$1.29K Buy
43
+1
+2% +$32 ﹤0.01% 86
2023
Q2 		$1.31K Sell
42
-3
-7% -$92 ﹤0.01% 85
2023
Q1 		$1.39K Sell
45
-1
-2% -$30 ﹤0.01% 87
2022
Q4 		$1K Sell
46
-13
-22% -$360 ﹤0.01% 88
2022
Q3 		$1K Sell
59
-1
-2% -$25 ﹤0.01% 89
2022
Q2 		$2K Buy
60
+5
+9% +$155 ﹤0.01% 97
2022
Q1 		$2K Sell
55
-4
-7% -$137 ﹤0.01% 96
2021
Q4 		$2K Buy
59
+1
+2% +$29 ﹤0.01% 97
2021
Q3 		$2K Sell
58
-3
-5% -$81 ﹤0.01% 98
2021
Q2 		$2K Sell
61
-36
-37% -$1.17K ﹤0.01% 97
2021
Q1 		$3K Buy
+97
New +$3.5K ﹤0.01% 101

Other funds holding EPU

NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
LCGC
Legacy Capital Group California Los Gatos, California $332M AUM 42.15% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return

4Thought Financial Group's EPU Position: Q2 2026 in Review

4Thought Financial Group held its iShares MSCI Peru and Global Exposure ETF (EPU) position steady in Q2 2026 at 25 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #97.

4Thought Financial Group first reported a position in EPU in Q1 2021 and has held it in 22 quarters since. The position peaked at $3K in Q1 2021. 24 funds tracked by Wall St. Rank hold EPU as of Q2 2026.

  • 4Thought Financial Group held 25 shares of iShares MSCI Peru and Global Exposure ETF worth $2.05K as of Q2 2026.
  • 4Thought Financial Group left its iShares MSCI Peru and Global Exposure ETF share count unchanged in Q2 2026.
  • iShares MSCI Peru and Global Exposure ETF made up ﹤0.01% of 4Thought Financial Group's portfolio in Q2 2026, its #97 holding.
  • 4Thought Financial Group first reported a position in iShares MSCI Peru and Global Exposure ETF in Q1 2021 and has held it in 22 quarters since.
  • 4Thought Financial Group's iShares MSCI Peru and Global Exposure ETF position peaked at $3K in Q1 2021.
  • 24 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.