KKM Financial’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

KKM Financial’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	$310K	Sell	3,712 -351	-9%	-$29.2K	0.04%	150
2026 Q1	$294K	Hold	4,063	–	–	0.05%	152
2025 Q4	$294K	Buy	4,063 +130	+3%	+$8.41K	0.05%	152
2025 Q3	$242K	Buy	+3,933	New	+$208K	0.08%	132

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

KKM Financial's EPU Position: Q2 2026 in Review

KKM Financial reduced its iShares MSCI Peru and Global Exposure ETF (EPU) stake by 8.6% in Q2 2026, selling an estimated $29.2K and leaving 3,712 shares worth $310K. The position accounts for 0.04% of the portfolio, ranked #150.

KKM Financial first reported a position in EPU in Q3 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold EPU as of Q2 2026.

KKM Financial held 3,712 shares of iShares MSCI Peru and Global Exposure ETF worth $310K as of Q2 2026.
KKM Financial sold 351 iShares MSCI Peru and Global Exposure ETF shares in Q2 2026, an estimated $29.2K.
iShares MSCI Peru and Global Exposure ETF made up 0.04% of KKM Financial's portfolio in Q2 2026, its #150 holding.
KKM Financial first reported a position in iShares MSCI Peru and Global Exposure ETF in Q3 2025 and has held it in 4 quarters since.
68 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.