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 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 $57.2B AUM 35.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Creative Planning's EPU Position: Q1 2026 in Review

Creative Planning opened a new position in iShares MSCI Peru and Global Exposure ETF (EPU) in Q1 2026: 4,002 shares worth $323K. The stake represents ﹤0.01% of the portfolio and ranks #3366 among its holdings. This is a return to the name: Creative Planning previously reported a position in EPU as recently as Q2 2017.

Creative Planning first reported a position in EPU in Q2 2013 and has held it in 17 quarters since. 64 funds tracked by Wall St. Rank hold EPU as of Q1 2026.

Creative Planning held 4,002 shares of iShares MSCI Peru and Global Exposure ETF worth $323K as of Q1 2026.
iShares MSCI Peru and Global Exposure ETF was a new Creative Planning position in Q1 2026.
iShares MSCI Peru and Global Exposure ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3366 holding.
Creative Planning first reported a position in iShares MSCI Peru and Global Exposure ETF in Q2 2013 and has held it in 17 quarters since.
64 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.