EverSource Wealth Advisors’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

EverSource Wealth Advisors’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	$25.4K	Buy	+305	New	+$25.4K	﹤0.01%	2260

Other funds holding EPU

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Legacy Capital Group California Los Gatos, California $332M AUM 42.15% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return

EverSource Wealth Advisors's EPU Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in iShares MSCI Peru and Global Exposure ETF (EPU) in Q2 2026: 305 shares worth $25.4K. The stake represents ﹤0.01% of the portfolio and ranks #2260 among its holdings.

27 funds tracked by Wall St. Rank hold EPU as of Q2 2026.

EverSource Wealth Advisors held 305 shares of iShares MSCI Peru and Global Exposure ETF worth $25.4K as of Q2 2026.
iShares MSCI Peru and Global Exposure ETF was a new EverSource Wealth Advisors position in Q2 2026.
iShares MSCI Peru and Global Exposure ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2260 holding.
27 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.