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

Global Retirement Partners’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	$70.7K	Buy	+847	New	+$70.5K	﹤0.01%	2300
2020 Q3	–	Sell	-95	Closed	-$3K	–	1646
2020 Q2	$3K	Hold	95	–	–	﹤0.01%	1384
2020 Q1	$2K	Sell	95 -6,143	-98%	-$196K	﹤0.01%	1401
2019 Q4	$231K	Sell	6,238 -776	-11%	-$27.1K	0.04%	350
2019 Q3	$246K	Sell	7,014 -52	-0.7%	-$1.83K	0.04%	330
2019 Q2	$262K	Sell	7,066 -283	-4%	-$10.5K	0.05%	296
2019 Q1	$289K	Sell	7,349 -3,400	-32%	-$129K	0.07%	233
2018 Q4	$382K	Buy	10,749 +7	+0.1%	+$249	0.1%	202
2018 Q3	$397K	Buy	10,742 +2,905	+37%	+$110K	0.09%	200
2018 Q2	$308K	Sell	7,837 -609	-7%	-$26K	0.08%	224
2018 Q1	$360K	Sell	8,446 -31	-0.4%	-$1.31K	0.1%	199
2017 Q4	$347K	Buy	8,477 +64	+0.8%	+$2.61K	0.1%	188
2017 Q3	$326K	Sell	8,413 -21	-0.2%	-$766	0.13%	143
2017 Q2	$286K	Buy	8,434 +4,606	+120%	+$157K	0.13%	147
2017 Q1	$130K	Sell	3,828 -215	-5%	-$7.39K	0.07%	242
2016 Q4	$133K	Buy	+4,043	New	+$132K	0.09%	203

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

Global Retirement Partners's EPU Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares MSCI Peru and Global Exposure ETF (EPU) in Q2 2026: 847 shares worth $70.7K. The stake represents ﹤0.01% of the portfolio and ranks #2300 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EPU as recently as Q2 2020.

Global Retirement Partners first reported a position in EPU in Q4 2016 and has held it in 16 quarters since. The position peaked at $397K in Q3 2018. 68 funds tracked by Wall St. Rank hold EPU as of Q2 2026.

Global Retirement Partners held 847 shares of iShares MSCI Peru and Global Exposure ETF worth $70.7K as of Q2 2026.
iShares MSCI Peru and Global Exposure ETF was a new Global Retirement Partners position in Q2 2026.
iShares MSCI Peru and Global Exposure ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2300 holding.
Global Retirement Partners first reported a position in iShares MSCI Peru and Global Exposure ETF in Q4 2016 and has held it in 16 quarters since.
Global Retirement Partners's iShares MSCI Peru and Global Exposure ETF position peaked at $397K in Q3 2018.
68 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.