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 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 $57.2B AUM 35.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

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

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Capital Group California's EPU Position: Q1 2026 in Review

Legacy Capital Group California reduced its iShares MSCI Peru and Global Exposure ETF (EPU) stake by 13% in Q1 2026, selling an estimated $123K and leaving 9,523 shares worth $769K. The position accounts for 0.29% of the portfolio, ranked #107.

Legacy Capital Group California first reported a position in EPU in Q4 2024 and has held it in 6 quarters since. The position peaked at $794K in Q4 2025. 64 funds tracked by Wall St. Rank hold EPU as of Q1 2026.

Legacy Capital Group California held 9,523 shares of iShares MSCI Peru and Global Exposure ETF worth $769K as of Q1 2026.
Legacy Capital Group California sold 1,456 iShares MSCI Peru and Global Exposure ETF shares in Q1 2026, an estimated $123K.
iShares MSCI Peru and Global Exposure ETF made up 0.29% of Legacy Capital Group California's portfolio in Q1 2026, its #107 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 6 quarters since.
Legacy Capital Group California's iShares MSCI Peru and Global Exposure ETF position peaked at $794K in Q4 2025.
64 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.