Barometer Capital Management’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Barometer Capital 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
2026 Q1	–	Sell	-6,300	Closed	-$438K	–	135
2025 Q4	$438K	Buy	6,300 +1,600	+34%	+$103K	0.11%	115
2025 Q3	$289K	Sell	4,700 -1,800	-28%	-$95.1K	0.07%	132
2025 Q2	$316K	Buy	+6,500	New	+$295K	0.09%	125
2016 Q4	–	Sell	-21,500	Closed	-$714K	–	142
2016 Q3	$714K	Buy	+21,500	New	+$722K	0.08%	112

Other funds holding EPU

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

Jane Street New York $777B AUM 61.18% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Barometer Capital Management's EPU Position: Q1 2026 in Review

Barometer Capital Management sold out of iShares MSCI Peru and Global Exposure ETF (EPU) in Q1 2026, closing a stake of 6,300 shares — an estimated $438K sold.

Barometer Capital Management first reported a position in EPU in Q3 2016 and held it in 4 quarters. The position peaked at $714K in Q3 2016. 64 funds tracked by Wall St. Rank hold EPU as of Q1 2026.

Barometer Capital Management reported no remaining iShares MSCI Peru and Global Exposure ETF position as of Q1 2026 after selling out during the quarter.
Barometer Capital Management sold 6,300 iShares MSCI Peru and Global Exposure ETF shares in Q1 2026, an estimated $438K.
Barometer Capital Management first reported a position in iShares MSCI Peru and Global Exposure ETF in Q3 2016 and held it in 4 quarters.
Barometer Capital Management's iShares MSCI Peru and Global Exposure ETF position peaked at $714K in Q3 2016.
64 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q1 2026.

Based on Barometer Capital Management's 13F filing for Q1 2026, filed 12 May 2026.