Ameritas Advisory Services’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Ameritas Advisory Services’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
2025 Q3	–	Sell	-21	Closed	-$996	–	2352
2025 Q2	$996	Buy	+21	New	+$954	﹤0.01%	2623
2023 Q2	–	Sell	-20	Closed	-$625	–	1120
2023 Q1	$625	Buy	+20	New	+$602	﹤0.01%	2620

Other funds holding EPU

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Ameritas Advisory Services's EPU Position: Q3 2025 in Review

Ameritas Advisory Services sold out of iShares MSCI Peru and Global Exposure ETF (EPU) in Q3 2025, closing a stake of 21 shares — an estimated $996 sold.

Ameritas Advisory Services first reported a position in EPU in Q1 2023 and held it in 2 quarters. The position peaked at $996 in Q2 2025. 42 funds tracked by Wall St. Rank hold EPU as of Q3 2025.

Ameritas Advisory Services reported no remaining iShares MSCI Peru and Global Exposure ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 21 iShares MSCI Peru and Global Exposure ETF shares in Q3 2025, an estimated $996.
Ameritas Advisory Services first reported a position in iShares MSCI Peru and Global Exposure ETF in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's iShares MSCI Peru and Global Exposure ETF position peaked at $996 in Q2 2025.
42 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.