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

IFP 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	$4.08M	Buy	+48,921	New	+$4.07M	0.07%	296
2019 Q1	$20K	Sell	497 -213	-30%	-$8.07K	﹤0.01%	1349
2018 Q4	$25K	Sell	710 -2,191	-76%	-$78K	﹤0.01%	1996
2018 Q3	$107K	Buy	2,901 +216	+8%	+$8.2K	﹤0.01%	1433
2018 Q2	$105K	Sell	2,685 -812	-23%	-$34.6K	﹤0.01%	1449
2018 Q1	$143K	Hold	3,497	–	–	0.01%	1160
2017 Q4	$143K	Sell	3,497 -1,746	-33%	-$71.2K	0.01%	1167
2017 Q3	$203K	Sell	5,243 -1,593	-23%	-$58.1K	0.01%	1127
2017 Q2	$232K	Buy	6,836 +3,030	+80%	+$103K	0.01%	1033
2017 Q1	$130K	Sell	3,806 -220	-5%	-$7.57K	0.01%	1346
2016 Q4	$132K	Buy	+4,026	New	+$131K	0.01%	1270
2016 Q2	–	Sell	-497	Closed	-$20K	–	3886
2016 Q1	$20K	Buy	+497	New	+$10.8K	﹤0.01%	1349

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

IFP Advisors's EPU Position: Q2 2026 in Review

IFP Advisors opened a new position in iShares MSCI Peru and Global Exposure ETF (EPU) in Q2 2026: 48,921 shares worth $4.08M. The stake represents 0.07% of the portfolio and ranks #296 among its holdings. This is a return to the name: IFP Advisors previously reported a position in EPU as recently as Q1 2019.

IFP Advisors first reported a position in EPU in Q1 2016 and has held it in 12 quarters since. 68 funds tracked by Wall St. Rank hold EPU as of Q2 2026.

IFP Advisors held 48,921 shares of iShares MSCI Peru and Global Exposure ETF worth $4.08M as of Q2 2026.
iShares MSCI Peru and Global Exposure ETF was a new IFP Advisors position in Q2 2026.
iShares MSCI Peru and Global Exposure ETF made up 0.07% of IFP Advisors's portfolio in Q2 2026, its #296 holding.
IFP Advisors first reported a position in iShares MSCI Peru and Global Exposure ETF in Q1 2016 and has held it in 12 quarters since.
68 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.