Legacy Capital Group California’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Legacy Capital Group California’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	$797K	Buy	9,542 +19	+0.2%	+$1.58K	0.24%	121
2026 Q1	$769K	Sell	9,523 -1,456	-13%	-$123K	0.29%	107
2025 Q4	$794K	Sell	10,979 -585	-5%	-$37.8K	0.19%	139
2025 Q3	$711K	Buy	11,564 +639	+6%	+$33.8K	0.18%	157
2025 Q2	$531K	Buy	10,925 +553	+5%	+$25.1K	0.15%	174
2025 Q1	$455K	Buy	10,372 +386	+4%	+$16.1K	0.16%	177
2024 Q4	$396K	Buy	+9,986	New	+$429K	0.12%	208

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

Legacy Capital Group California's EPU Position: Q2 2026 in Review

Legacy Capital Group California increased its iShares MSCI Peru and Global Exposure ETF (EPU) stake by 0.2% in Q2 2026, buying an estimated $1.58K and bringing the position to 9,542 shares worth $797K. The position accounts for 0.24% of the portfolio, ranked #121.

Legacy Capital Group California first reported a position in EPU in Q4 2024 and has held it in 7 quarters since. 68 funds tracked by Wall St. Rank hold EPU as of Q2 2026.

Legacy Capital Group California held 9,542 shares of iShares MSCI Peru and Global Exposure ETF worth $797K as of Q2 2026.
Legacy Capital Group California bought 19 iShares MSCI Peru and Global Exposure ETF shares in Q2 2026, an estimated $1.58K.
iShares MSCI Peru and Global Exposure ETF made up 0.24% of Legacy Capital Group California's portfolio in Q2 2026, its #121 holding.
Legacy Capital Group California first reported a position in iShares MSCI Peru and Global Exposure ETF in Q4 2024 and has held it in 7 quarters since.
68 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.