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Onyx Bridge Wealth Group’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Onyx Bridge Wealth Group’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
2024
Q4 		– Sell
-24,346
Closed -$1.05M – 289
2024
Q3 		$1.05M Sell
24,346
-978
-4% -$39.8K 0.16% 100
2024
Q2 		$1.02M Buy
+25,324
New +$1.05M 0.17% 93

Other funds holding EPU

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Onyx Bridge Wealth Group's EPU Position: Q4 2024 in Review

Onyx Bridge Wealth Group sold out of iShares MSCI Peru and Global Exposure ETF (EPU) in Q4 2024, closing a stake of 24,346 shares — an estimated $1.05M sold.

Onyx Bridge Wealth Group first reported a position in EPU in Q2 2024 and held it in 2 quarters. The position peaked at $1.05M in Q3 2024. 34 funds tracked by Wall St. Rank hold EPU as of Q4 2024.

  • Onyx Bridge Wealth Group reported no remaining iShares MSCI Peru and Global Exposure ETF position as of Q4 2024 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 24,346 iShares MSCI Peru and Global Exposure ETF shares in Q4 2024, an estimated $1.05M.
  • Onyx Bridge Wealth Group first reported a position in iShares MSCI Peru and Global Exposure ETF in Q2 2024 and held it in 2 quarters.
  • Onyx Bridge Wealth Group's iShares MSCI Peru and Global Exposure ETF position peaked at $1.05M in Q3 2024.
  • 34 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q4 2024.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2024, filed 27 Jan 2025.