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

Hexagon Capital 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
2024 Q4	–	Sell	-9	Closed	-$389	–	1852
2024 Q3	$389	Sell	9 -3	-25%	-$122	﹤0.01%	1443
2024 Q2	$483	Buy	12 +1	+9%	+$41	﹤0.01%	1332
2024 Q1	$431	Buy	+11	New	+$388	﹤0.01%	1349
2023 Q2	–	Sell	-6	Closed	-$183	–	1449
2023 Q1	$183	Sell	6 -3	-33%	-$90	﹤0.01%	1358
2022 Q4	$258	Buy	9 +1	+13%	+$28	﹤0.01%	1364
2022 Q3	$0	Hold	8	–	–	﹤0.01%	1333
2022 Q2	$0	Hold	8	–	–	﹤0.01%	1195
2022 Q1	$0	Buy	+8	New	+$275	﹤0.01%	937

Other funds holding EPU

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Hexagon Capital Partners's EPU Position: Q4 2024 in Review

Hexagon Capital Partners sold out of iShares MSCI Peru and Global Exposure ETF (EPU) in Q4 2024, closing a stake of 9 shares — an estimated $389 sold.

Hexagon Capital Partners first reported a position in EPU in Q1 2022 and held it in 8 quarters. The position peaked at $483 in Q2 2024. 34 funds tracked by Wall St. Rank hold EPU as of Q4 2024.

Hexagon Capital Partners reported no remaining iShares MSCI Peru and Global Exposure ETF position as of Q4 2024 after selling out during the quarter.
Hexagon Capital Partners sold 9 iShares MSCI Peru and Global Exposure ETF shares in Q4 2024, an estimated $389.
Hexagon Capital Partners first reported a position in iShares MSCI Peru and Global Exposure ETF in Q1 2022 and held it in 8 quarters.
Hexagon Capital Partners's iShares MSCI Peru and Global Exposure ETF position peaked at $483 in Q2 2024.
34 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q4 2024.

Based on Hexagon Capital Partners's 13F filing for Q4 2024, filed 7 Feb 2025.