HighTower Advisors
EPU icon

HighTower Advisors’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

HighTower Advisors’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 		$459K Sell
5,499
-547
-9% -$45.5K ﹤0.01% 2819
2026
Q1 		$488K Buy
6,046
+882
+17% +$74.5K ﹤0.01% 2737
2025
Q4 		$374K Buy
5,164
+173
+3% +$11.2K ﹤0.01% 2855
2025
Q3 		$307K Buy
+4,991
New +$264K ﹤0.01% 3023
2022
Q2 		– Sell
-26,642
Closed -$990K – 3324
2022
Q1 		$990K Buy
+26,642
New +$915K ﹤0.01% 1763

Other funds holding EPU

NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
LCGC
Legacy Capital Group California Los Gatos, California $332M AUM 42.15% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

HighTower Advisors's EPU Position: Q2 2026 in Review

HighTower Advisors reduced its iShares MSCI Peru and Global Exposure ETF (EPU) stake by 9% in Q2 2026, selling an estimated $45.5K and leaving 5,499 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #2819.

HighTower Advisors first reported a position in EPU in Q1 2022 and has held it in 5 quarters since. The position peaked at $990K in Q1 2022. 29 funds tracked by Wall St. Rank hold EPU as of Q2 2026.

  • HighTower Advisors held 5,499 shares of iShares MSCI Peru and Global Exposure ETF worth $459K as of Q2 2026.
  • HighTower Advisors sold 547 iShares MSCI Peru and Global Exposure ETF shares in Q2 2026, an estimated $45.5K.
  • iShares MSCI Peru and Global Exposure ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2819 holding.
  • HighTower Advisors first reported a position in iShares MSCI Peru and Global Exposure ETF in Q1 2022 and has held it in 5 quarters since.
  • HighTower Advisors's iShares MSCI Peru and Global Exposure ETF position peaked at $990K in Q1 2022.
  • 29 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.