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

Prospera Financial Services’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	$348K	Buy	4,164 +1,504	+57%	+$125K	0.01%	1188
2026 Q1	$215K	Buy	+2,660	New	+$225K	﹤0.01%	1334
2020 Q4	–	Sell	-8	Closed	–	–	917
2020 Q3	$0	Buy	+8	New	+$241	﹤0.01%	1632
2017 Q1	–	Sell	-31,265	Closed	-$1.06M	–	394
2016 Q4	$1.06M	Buy	31,265 +98	+0.3%	+$3.19K	0.21%	90
2016 Q3	$1.03M	Buy	+31,167	New	+$1.05M	0.21%	93

Other funds holding EPU

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Prospera Financial Services's EPU Position: Q2 2026 in Review

Prospera Financial Services increased its iShares MSCI Peru and Global Exposure ETF (EPU) stake by 57% in Q2 2026, buying an estimated $125K and bringing the position to 4,164 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #1188.

Prospera Financial Services first reported a position in EPU in Q3 2016 and has held it in 5 quarters since. The position peaked at $1.06M in Q4 2016. 8 funds tracked by Wall St. Rank hold EPU as of Q2 2026.

Prospera Financial Services held 4,164 shares of iShares MSCI Peru and Global Exposure ETF worth $348K as of Q2 2026.
Prospera Financial Services bought 1,504 iShares MSCI Peru and Global Exposure ETF shares in Q2 2026, an estimated $125K.
iShares MSCI Peru and Global Exposure ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1188 holding.
Prospera Financial Services first reported a position in iShares MSCI Peru and Global Exposure ETF in Q3 2016 and has held it in 5 quarters since.
Prospera Financial Services's iShares MSCI Peru and Global Exposure ETF position peaked at $1.06M in Q4 2016.
8 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.