FIM
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Freedom Investment Management’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Freedom Investment Management’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
2019
Q2 		– Sell
-53,560
Closed -$2.1M – 700
2019
Q1 		$2.1M Buy
+53,560
New +$2.03M 0.17% 136

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Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Freedom Investment Management's EPU Position: Q2 2019 in Review

Freedom Investment Management sold out of iShares MSCI Peru and Global Exposure ETF (EPU) in Q2 2019, closing a stake of 53,560 shares — an estimated $2.1M sold.

Freedom Investment Management first reported a position in EPU in Q1 2019 and held it in 1 quarter. The position peaked at $2.1M in Q1 2019. 46 funds tracked by Wall St. Rank hold EPU as of Q2 2019.

  • Freedom Investment Management reported no remaining iShares MSCI Peru and Global Exposure ETF position as of Q2 2019 after selling out during the quarter.
  • Freedom Investment Management sold 53,560 iShares MSCI Peru and Global Exposure ETF shares in Q2 2019, an estimated $2.1M.
  • Freedom Investment Management first reported a position in iShares MSCI Peru and Global Exposure ETF in Q1 2019 and held it in 1 quarter.
  • Freedom Investment Management's iShares MSCI Peru and Global Exposure ETF position peaked at $2.1M in Q1 2019.
  • 46 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2019.

Based on Freedom Investment Management's 13F filing for Q2 2019, filed 18 Jul 2019.