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Abich Financial Wealth Management’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Abich Financial Wealth Management’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
2024
Q3 		– Sell
-2
Closed -$80 – 534
2024
Q2 		$80 Buy
+2
New +$83 ﹤0.01% 781

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CA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
NP
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NC
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Abich Financial Wealth Management's EPU Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of iShares MSCI Peru and Global Exposure ETF (EPU) in Q3 2024, closing a stake of 2 shares — an estimated $80 sold.

Abich Financial Wealth Management first reported a position in EPU in Q2 2024 and held it in 1 quarter. The position peaked at $80 in Q2 2024. 32 funds tracked by Wall St. Rank hold EPU as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining iShares MSCI Peru and Global Exposure ETF position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 2 iShares MSCI Peru and Global Exposure ETF shares in Q3 2024, an estimated $80.
  • Abich Financial Wealth Management first reported a position in iShares MSCI Peru and Global Exposure ETF in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's iShares MSCI Peru and Global Exposure ETF position peaked at $80 in Q2 2024.
  • 32 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.