Financial & Tax Architects’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Financial & Tax Architects’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	$422K	Buy	+5,055	New	+$421K	0.09%	93
2021 Q2	–	Sell	-6,636	Closed	-$226K	–	100
2021 Q1	$226K	Buy	+6,636	New	+$239K	0.13%	95

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

Financial & Tax Architects's EPU Position: Q2 2026 in Review

Financial & Tax Architects opened a new position in iShares MSCI Peru and Global Exposure ETF (EPU) in Q2 2026: 5,055 shares worth $422K. The stake represents 0.09% of the portfolio and ranks #93 among its holdings. This is a return to the name: Financial & Tax Architects previously reported a position in EPU as recently as Q1 2021.

Financial & Tax Architects first reported a position in EPU in Q1 2021 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold EPU as of Q2 2026.

Financial & Tax Architects held 5,055 shares of iShares MSCI Peru and Global Exposure ETF worth $422K as of Q2 2026.
iShares MSCI Peru and Global Exposure ETF was a new Financial & Tax Architects position in Q2 2026.
iShares MSCI Peru and Global Exposure ETF made up 0.09% of Financial & Tax Architects's portfolio in Q2 2026, its #93 holding.
Financial & Tax Architects first reported a position in iShares MSCI Peru and Global Exposure ETF in Q1 2021 and has held it in 2 quarters since.
68 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.