Asset Planning Inc’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Asset Planning Inc’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	$1.53K	Buy	+18	New	+$1.5K	﹤0.01%	313

Other funds holding EPU

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Asset Planning Inc's EPU Position: Q2 2026 in Review

Asset Planning Inc opened a new position in iShares MSCI Peru and Global Exposure ETF (EPU) in Q2 2026: 18 shares worth $1.53K. The stake represents ﹤0.01% of the portfolio and ranks #313 among its holdings.

68 funds tracked by Wall St. Rank hold EPU as of Q2 2026.

Asset Planning Inc held 18 shares of iShares MSCI Peru and Global Exposure ETF worth $1.53K as of Q2 2026.
iShares MSCI Peru and Global Exposure ETF was a new Asset Planning Inc position in Q2 2026.
iShares MSCI Peru and Global Exposure ETF made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #313 holding.
68 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.