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 Q3	$124K	Sell	1,401 -47,520	-97%	-$4.22M	﹤0.01%	1827
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%	1352

Other funds holding EPU

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

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

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $137M AUM

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Corecam Pte Ltd Singapore $240M AUM 15.96% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

IFP Advisors's EPU Position: Q3 2026 in Review

IFP Advisors reduced its iShares MSCI Peru and Global Exposure ETF (EPU) stake by 97% in Q3 2026, selling an estimated $4.22M and leaving 1,401 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

IFP Advisors first reported a position in EPU in Q1 2016 and has held it in 13 quarters since. The position peaked at $4.08M in Q2 2026. 13 funds tracked by Wall St. Rank hold EPU as of Q3 2026.

IFP Advisors held 1,401 shares of iShares MSCI Peru and Global Exposure ETF worth $124K as of Q3 2026.
IFP Advisors sold 47,520 iShares MSCI Peru and Global Exposure ETF shares in Q3 2026, an estimated $4.22M.
iShares MSCI Peru and Global Exposure ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1827 holding.
IFP Advisors first reported a position in iShares MSCI Peru and Global Exposure ETF in Q1 2016 and has held it in 13 quarters since.
IFP Advisors's iShares MSCI Peru and Global Exposure ETF position peaked at $4.08M in Q2 2026.
13 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.