Creative Planning’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Creative Planning’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	$334K	Hold	4,002	–	–	﹤0.01%	3490
2026 Q1	$323K	Buy	+4,002	New	+$338K	﹤0.01%	3366
2017 Q3	–	Sell	-457	Closed	-$15K	–	2424
2017 Q2	$15K	Hold	457	–	–	﹤0.01%	3357
2017 Q1	$16K	Buy	457 +218	+91%	+$7.5K	﹤0.01%	3269
2016 Q4	$8K	Hold	239	–	–	﹤0.01%	3677
2016 Q3	$8K	Buy	239 +66	+38%	+$2.22K	﹤0.01%	3639
2016 Q2	$5K	Sell	173 -3,708	-96%	-$109K	﹤0.01%	3631
2016 Q1	$102K	Buy	3,881 +3,508	+940%	+$76.3K	﹤0.01%	1620
2015 Q4	$8K	Sell	373 -725	-66%	-$16.1K	﹤0.01%	3408
2015 Q3	$24K	Buy	+1,098	New	+$27.4K	﹤0.01%	2584
2015 Q2	–	Sell	-1,098	Closed	-$31K	–	1661
2015 Q1	$31K	Hold	1,098	–	–	﹤0.01%	2368
2014 Q4	$35K	Hold	1,098	–	–	﹤0.01%	2230
2014 Q3	$38K	Hold	1,098	–	–	﹤0.01%	2101
2014 Q2	$39K	Sell	1,098 -189	-15%	-$6.47K	﹤0.01%	2042
2014 Q1	$42K	Buy	1,287 +189	+17%	+$6.2K	﹤0.01%	1913
2013 Q4	$37K	Hold	1,098	–	–	﹤0.01%	1793
2013 Q3	$36K	Hold	1,098	–	–	﹤0.01%	1719
2013 Q2	$37K	Buy	+1,098	New	+$42.7K	﹤0.01%	1542

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

Creative Planning's EPU Position: Q2 2026 in Review

Creative Planning held its iShares MSCI Peru and Global Exposure ETF (EPU) position steady in Q2 2026 at 4,002 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #3490.

Creative Planning first reported a position in EPU in Q2 2013 and has held it in 18 quarters since. 68 funds tracked by Wall St. Rank hold EPU as of Q2 2026.

Creative Planning held 4,002 shares of iShares MSCI Peru and Global Exposure ETF worth $334K as of Q2 2026.
Creative Planning left its iShares MSCI Peru and Global Exposure ETF share count unchanged in Q2 2026.
iShares MSCI Peru and Global Exposure ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3490 holding.
Creative Planning first reported a position in iShares MSCI Peru and Global Exposure ETF in Q2 2013 and has held it in 18 quarters since.
68 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.