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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
2021
Q2 		– Sell
-6,636
Closed -$226K – 100
2021
Q1 		$226K Buy
+6,636
New +$239K 0.13% 95

Other funds holding EPU

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Financial & Tax Architects's EPU Position: Q2 2021 in Review

Financial & Tax Architects sold out of iShares MSCI Peru and Global Exposure ETF (EPU) in Q2 2021, closing a stake of 6,636 shares — an estimated $226K sold.

Financial & Tax Architects first reported a position in EPU in Q1 2021 and held it in 1 quarter. The position peaked at $226K in Q1 2021. 29 funds tracked by Wall St. Rank hold EPU as of Q2 2021.

  • Financial & Tax Architects reported no remaining iShares MSCI Peru and Global Exposure ETF position as of Q2 2021 after selling out during the quarter.
  • Financial & Tax Architects sold 6,636 iShares MSCI Peru and Global Exposure ETF shares in Q2 2021, an estimated $226K.
  • Financial & Tax Architects first reported a position in iShares MSCI Peru and Global Exposure ETF in Q1 2021 and held it in 1 quarter.
  • Financial & Tax Architects's iShares MSCI Peru and Global Exposure ETF position peaked at $226K in Q1 2021.
  • 29 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2021.

Based on Financial & Tax Architects's 13F filing for Q2 2021, filed 25 Aug 2023.