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Patriot Investment Management Group’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Patriot Investment Management 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
2023
Q1 		– Sell
-9
Closed -$284 – 262
2022
Q4 		$284 Buy
+9
New +$249 ﹤0.01% 405
2020
Q3 		– Sell
-9
Closed -$255 – 317
2020
Q2 		$255 Buy
+9
New +$238 ﹤0.01% 710

Other funds holding EPU

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Patriot Investment Management Group's EPU Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares MSCI Peru and Global Exposure ETF (EPU) in Q1 2023, closing a stake of 9 shares — an estimated $284 sold.

Patriot Investment Management Group first reported a position in EPU in Q2 2020 and held it in 2 quarters. The position peaked at $284 in Q4 2022. 27 funds tracked by Wall St. Rank hold EPU as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares MSCI Peru and Global Exposure ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 9 iShares MSCI Peru and Global Exposure ETF shares in Q1 2023, an estimated $284.
  • Patriot Investment Management Group first reported a position in iShares MSCI Peru and Global Exposure ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's iShares MSCI Peru and Global Exposure ETF position peaked at $284 in Q4 2022.
  • 27 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.