Cavalier Investments’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Cavalier Investments’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	–	Sell	-46,080	Closed	-$3.72M	–	80
2026 Q1	$3.72M	Buy	+46,080	New	+$3.89M	0.1%	68

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 40.91% 1-Year Est. Return

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

Cavalier Investments's EPU Position: Q2 2026 in Review

Cavalier Investments sold out of iShares MSCI Peru and Global Exposure ETF (EPU) in Q2 2026, closing a stake of 46,080 shares — an estimated $3.72M sold.

Cavalier Investments first reported a position in EPU in Q1 2026 and held it in 1 quarter. The position peaked at $3.72M in Q1 2026. 68 funds tracked by Wall St. Rank hold EPU as of Q2 2026.

Cavalier Investments reported no remaining iShares MSCI Peru and Global Exposure ETF position as of Q2 2026 after selling out during the quarter.
Cavalier Investments sold 46,080 iShares MSCI Peru and Global Exposure ETF shares in Q2 2026, an estimated $3.72M.
Cavalier Investments first reported a position in iShares MSCI Peru and Global Exposure ETF in Q1 2026 and held it in 1 quarter.
Cavalier Investments's iShares MSCI Peru and Global Exposure ETF position peaked at $3.72M in Q1 2026.
68 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.