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 Q2	$384K	Buy	+4,600	New	+$383K	0.11%	120
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 $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

Barometer Capital Management's EPU Position: Q2 2026 in Review

Barometer Capital Management opened a new position in iShares MSCI Peru and Global Exposure ETF (EPU) in Q2 2026: 4,600 shares worth $384K. The stake represents 0.11% of the portfolio and ranks #120 among its holdings. This is a return to the name: Barometer Capital Management previously reported a position in EPU as recently as Q4 2025.

Barometer Capital Management first reported a position in EPU in Q3 2016 and has held it in 5 quarters since. The position peaked at $714K in Q3 2016. 68 funds tracked by Wall St. Rank hold EPU as of Q2 2026.

Barometer Capital Management held 4,600 shares of iShares MSCI Peru and Global Exposure ETF worth $384K as of Q2 2026.
iShares MSCI Peru and Global Exposure ETF was a new Barometer Capital Management position in Q2 2026.
iShares MSCI Peru and Global Exposure ETF made up 0.11% of Barometer Capital Management's portfolio in Q2 2026, its #120 holding.
Barometer Capital Management first reported a position in iShares MSCI Peru and Global Exposure ETF in Q3 2016 and has held it in 5 quarters since.
Barometer Capital Management's iShares MSCI Peru and Global Exposure ETF position peaked at $714K in Q3 2016.
68 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2026.

Based on Barometer Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.