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
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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

MLM

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

JGUA

John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

IFP Advisors's EPU Position: Q1 2019 in Review

IFP Advisors reduced its iShares MSCI Peru and Global Exposure ETF (EPU) stake by 30% in Q1 2019, selling an estimated $8.07K and leaving 497 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

IFP Advisors first reported a position in EPU in Q1 2016 and has held it in 11 quarters since. The position peaked at $232K in Q2 2017. 53 funds tracked by Wall St. Rank hold EPU as of Q1 2019.

IFP Advisors held 497 shares of iShares MSCI Peru and Global Exposure ETF worth $20K as of Q1 2019.
IFP Advisors sold 213 iShares MSCI Peru and Global Exposure ETF shares in Q1 2019, an estimated $8.07K.
iShares MSCI Peru and Global Exposure ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #1349 holding.
IFP Advisors first reported a position in iShares MSCI Peru and Global Exposure ETF in Q1 2016 and has held it in 11 quarters since.
IFP Advisors's iShares MSCI Peru and Global Exposure ETF position peaked at $232K in Q2 2017.
53 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.