Marshall Wace
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Marshall Wace’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Marshall Wace’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
Q3 		$270K Buy
+3,042
New +$270K ﹤0.01% 2735
2022
Q3 		– Sell
-16,815
Closed -$429K – 3456
2022
Q2 		$429K Buy
+16,815
New +$521K ﹤0.01% 2867
2021
Q4 		– Sell
-8,456
Closed -$223K – 3957
2021
Q3 		$223K Buy
+8,456
New +$229K ﹤0.01% 2767

Other funds holding EPU

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nilsine Partners
Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
NewSquare Capital
NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $53B AUM 34.82% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Innealta Capital
Innealta Capital Austin, Texas $182M AUM 17.55% 1-Year Est. Return

Marshall Wace's EPU Position: Q3 2026 in Review

Marshall Wace opened a new position in iShares MSCI Peru and Global Exposure ETF (EPU) in Q3 2026: 3,042 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #2735 among its holdings. This is a return to the name: Marshall Wace previously reported a position in EPU as recently as Q2 2022.

Marshall Wace first reported a position in EPU in Q3 2021 and has held it in 3 quarters since. The position peaked at $429K in Q2 2022. 64 funds tracked by Wall St. Rank hold EPU as of Q3 2026.

  • Marshall Wace held 3,042 shares of iShares MSCI Peru and Global Exposure ETF worth $270K as of Q3 2026.
  • iShares MSCI Peru and Global Exposure ETF was a new Marshall Wace position in Q3 2026.
  • iShares MSCI Peru and Global Exposure ETF made up ﹤0.01% of Marshall Wace's portfolio in Q3 2026, its #2735 holding.
  • Marshall Wace first reported a position in iShares MSCI Peru and Global Exposure ETF in Q3 2021 and has held it in 3 quarters since.
  • Marshall Wace's iShares MSCI Peru and Global Exposure ETF position peaked at $429K in Q2 2022.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q3 2026.

Based on Marshall Wace's 13F filing for Q3 2026, filed 13 Nov 2026.