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
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 $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

LPL Financial's EPU Position: Q1 2026 in Review

LPL Financial increased its iShares MSCI Peru and Global Exposure ETF (EPU) stake by 142% in Q1 2026, buying an estimated $1.12M and bringing the position to 22,618 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #3607.

LPL Financial first reported a position in EPU in Q2 2013 and has held it in 24 quarters since. The position peaked at $5.63M in Q3 2013. 64 funds tracked by Wall St. Rank hold EPU as of Q1 2026.

  • LPL Financial held 22,618 shares of iShares MSCI Peru and Global Exposure ETF worth $1.83M as of Q1 2026.
  • LPL Financial bought 13,266 iShares MSCI Peru and Global Exposure ETF shares in Q1 2026, an estimated $1.12M.
  • iShares MSCI Peru and Global Exposure ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3607 holding.
  • LPL Financial first reported a position in iShares MSCI Peru and Global Exposure ETF in Q2 2013 and has held it in 24 quarters since.
  • LPL Financial's iShares MSCI Peru and Global Exposure ETF position peaked at $5.63M in Q3 2013.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.