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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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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. 8 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.
  • 8 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.