Contravisory Investment Management’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Contravisory Investment 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	$804K	Buy	9,634 +19	+0.2%	+$1.58K	0.14%	118
2026 Q1	$776K	Sell	9,615 -1,469	-13%	-$124K	0.16%	112
2025 Q4	$802K	Sell	11,084 -585	-5%	-$37.8K	0.16%	97
2025 Q3	$718K	Buy	11,669 +639	+6%	+$33.8K	0.14%	112
2025 Q2	$536K	Buy	11,030 +553	+5%	+$25.1K	0.11%	134
2025 Q1	$460K	Buy	10,477 +386	+4%	+$16.1K	0.1%	160
2024 Q4	$400K	Buy	+10,091	New	+$433K	0.09%	173
2022 Q3	–	Sell	-5,738	Closed	-$146K	–	332
2022 Q2	$146K	Buy	+5,738	New	+$178K	0.05%	204
2018 Q4	–	Sell	-2,896	Closed	-$107K	–	309
2018 Q3	$107K	Buy	2,896 +56	+2%	+$2.13K	0.04%	177
2018 Q2	$111K	Buy	+2,840	New	+$121K	0.04%	192

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

Contravisory Investment Management's EPU Position: Q2 2026 in Review

Contravisory Investment Management increased its iShares MSCI Peru and Global Exposure ETF (EPU) stake by 0.2% in Q2 2026, buying an estimated $1.58K and bringing the position to 9,634 shares worth $804K. The position accounts for 0.14% of the portfolio, ranked #118.

Contravisory Investment Management first reported a position in EPU in Q2 2018 and has held it in 10 quarters since. 68 funds tracked by Wall St. Rank hold EPU as of Q2 2026.

Contravisory Investment Management held 9,634 shares of iShares MSCI Peru and Global Exposure ETF worth $804K as of Q2 2026.
Contravisory Investment Management bought 19 iShares MSCI Peru and Global Exposure ETF shares in Q2 2026, an estimated $1.58K.
iShares MSCI Peru and Global Exposure ETF made up 0.14% of Contravisory Investment Management's portfolio in Q2 2026, its #118 holding.
Contravisory Investment Management first reported a position in iShares MSCI Peru and Global Exposure ETF in Q2 2018 and has held it in 10 quarters since.
68 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.