Focus Partners Wealth
EPU icon

Focus Partners Wealth’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Focus Partners Wealth’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 		$243K Hold
2,907
– – ﹤0.01% 2387
2026
Q1 		$235K Hold
2,907
– – ﹤0.01% 2316
2025
Q4 		$210K Buy
+2,907
New +$188K ﹤0.01% 2426

Other funds holding EPU

Bank of Nova Scotia
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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
UBS Group
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
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth's EPU Position: Q2 2026 in Review

Focus Partners Wealth held its iShares MSCI Peru and Global Exposure ETF (EPU) position steady in Q2 2026 at 2,907 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #2387.

Focus Partners Wealth first reported a position in EPU in Q4 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold EPU as of Q2 2026.

  • Focus Partners Wealth held 2,907 shares of iShares MSCI Peru and Global Exposure ETF worth $243K as of Q2 2026.
  • Focus Partners Wealth 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 Focus Partners Wealth's portfolio in Q2 2026, its #2387 holding.
  • Focus Partners Wealth first reported a position in iShares MSCI Peru and Global Exposure ETF in Q4 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.