HB Wealth Management’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

HB Wealth 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
2026 Q3	$328K	Buy	+3,691	New	+$328K	﹤0.01%	1415

Other funds holding EPU

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Innealta Capital Austin, Texas $182M AUM 17.55% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mount Lucas Management Newtown, Pennsylvania $333M AUM 24.96% 1-Year Est. Return

HB Wealth Management's EPU Position: Q3 2026 in Review

HB Wealth Management opened a new position in iShares MSCI Peru and Global Exposure ETF (EPU) in Q3 2026: 3,691 shares worth $328K. The stake represents ﹤0.01% of the portfolio and ranks #1415 among its holdings.

41 funds tracked by Wall St. Rank hold EPU as of Q3 2026.

HB Wealth Management held 3,691 shares of iShares MSCI Peru and Global Exposure ETF worth $328K as of Q3 2026.
iShares MSCI Peru and Global Exposure ETF was a new HB Wealth Management position in Q3 2026.
iShares MSCI Peru and Global Exposure ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1415 holding.
41 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.