LPL Financial
EPU icon

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

LPL 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 		$965K Sell
11,561
-11,057
-49% -$921K ﹤0.01% 4456
2026
Q1 		$1.83M Buy
22,618
+13,266
+142% +$1.12M ﹤0.01% 3607
2025
Q4 		$677K Sell
9,352
-24,082
-72% -$1.56M ﹤0.01% 4439
2025
Q3 		$2.06M Buy
+33,434
New +$1.77M ﹤0.01% 3293
2023
Q4 		– Sell
-6,700
Closed -$202K – 4825
2023
Q3 		$202K Buy
+6,700
New +$214K ﹤0.01% 4233
2020
Q1 		– Sell
-12,388
Closed -$459K – 3277
2019
Q4 		$459K Sell
12,388
-1,991
-14% -$69.5K ﹤0.01% 2447
2019
Q3 		$504K Sell
14,379
-24
-0.2% -$846 ﹤0.01% 2254
2019
Q2 		$533K Sell
14,403
-842
-6% -$31.3K ﹤0.01% 2234
2019
Q1 		$599K Sell
15,245
-7,428
-33% -$281K ﹤0.01% 2069
2018
Q4 		$805K Sell
22,673
-3,248
-13% -$116K ﹤0.01% 1691
2018
Q3 		$957K Buy
25,921
+3,566
+16% +$135K ﹤0.01% 1702
2018
Q2 		$877K Sell
22,355
-85
-0.4% -$3.62K ﹤0.01% 1712
2018
Q1 		$955K Buy
22,440
+22
+0.1% +$929 ﹤0.01% 1640
2017
Q4 		$919K Sell
22,418
-1,423
-6% -$58.1K ﹤0.01% 1577
2017
Q3 		$925K Sell
23,841
-639
-3% -$23.3K ﹤0.01% 1497
2017
Q2 		$829K Buy
24,480
+11,238
+85% +$383K ﹤0.01% 1501
2017
Q1 		$452K Sell
13,242
-2,038
-13% -$70.1K ﹤0.01% 1895
2016
Q4 		$506K Sell
15,280
-15,718
-51% -$512K ﹤0.01% 1744
2016
Q3 		$1M Buy
+30,998
New +$1.04M 0.01% 1196
2014
Q4 		– Sell
-6,199
Closed -$211K – 2744
2014
Q3 		$211K Sell
6,199
-1,399
-18% -$50.6K ﹤0.01% 2415
2014
Q2 		$270K Sell
7,598
-116,367
-94% -$3.98M ﹤0.01% 2283
2014
Q1 		$4M Sell
123,965
-22,433
-15% -$736K 0.02% 525
2013
Q4 		$4.93M Sell
146,398
-22,040
-13% -$728K 0.03% 446
2013
Q3 		$5.63M Buy
168,438
+5,115
+3% +$171K 0.04% 380
2013
Q2 		$5.57M Buy
+163,323
New +$6.35M 0.04% 344

Other funds holding EPU

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
UBS Group
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
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial's EPU Position: Q2 2026 in Review

LPL Financial reduced its iShares MSCI Peru and Global Exposure ETF (EPU) stake by 49% in Q2 2026, selling an estimated $921K and leaving 11,561 shares worth $965K. The position accounts for ﹤0.01% of the portfolio, ranked #4456.

LPL Financial first reported a position in EPU in Q2 2013 and has held it in 25 quarters since. The position peaked at $5.63M in Q3 2013. 68 funds tracked by Wall St. Rank hold EPU as of Q2 2026.

  • LPL Financial held 11,561 shares of iShares MSCI Peru and Global Exposure ETF worth $965K as of Q2 2026.
  • LPL Financial sold 11,057 iShares MSCI Peru and Global Exposure ETF shares in Q2 2026, an estimated $921K.
  • iShares MSCI Peru and Global Exposure ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4456 holding.
  • LPL Financial first reported a position in iShares MSCI Peru and Global Exposure ETF in Q2 2013 and has held it in 25 quarters since.
  • LPL Financial's iShares MSCI Peru and Global Exposure ETF position peaked at $5.63M in Q3 2013.
  • 68 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.