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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
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
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KKM Financial's EPU Position: Q1 2026 in Review

KKM Financial held its iShares MSCI Peru and Global Exposure ETF (EPU) position steady in Q1 2026 at 4,063 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #152.

KKM Financial first reported a position in EPU in Q3 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold EPU as of Q1 2026.

  • KKM Financial held 4,063 shares of iShares MSCI Peru and Global Exposure ETF worth $294K as of Q1 2026.
  • KKM Financial left its iShares MSCI Peru and Global Exposure ETF share count unchanged in Q1 2026.
  • iShares MSCI Peru and Global Exposure ETF made up 0.05% of KKM Financial's portfolio in Q1 2026, its #152 holding.
  • KKM Financial first reported a position in iShares MSCI Peru and Global Exposure ETF in Q3 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.