Raymond James Financial
EPU icon

Raymond James Financial’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Raymond James 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 		$4.33M Buy
53,656
+6,209
+13% +$524K ﹤0.01% 2711
2025
Q4 		$3.43M Buy
47,447
+7,402
+18% +$479K ﹤0.01% 2822
2025
Q3 		$2.46M Buy
40,045
+7,492
+23% +$396K ﹤0.01% 3004
2025
Q2 		$1.58M Buy
32,553
+15,674
+93% +$712K ﹤0.01% 3273
2025
Q1 		$741K Buy
+16,879
New +$703K ﹤0.01% 3692

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 $1.45B AUM 47.06% 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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Raymond James Financial's EPU Position: Q1 2026 in Review

Raymond James Financial increased its iShares MSCI Peru and Global Exposure ETF (EPU) stake by 13% in Q1 2026, buying an estimated $524K and bringing the position to 53,656 shares worth $4.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2711.

Raymond James Financial first reported a position in EPU in Q1 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold EPU as of Q1 2026.

  • Raymond James Financial held 53,656 shares of iShares MSCI Peru and Global Exposure ETF worth $4.33M as of Q1 2026.
  • Raymond James Financial bought 6,209 iShares MSCI Peru and Global Exposure ETF shares in Q1 2026, an estimated $524K.
  • iShares MSCI Peru and Global Exposure ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2711 holding.
  • Raymond James Financial first reported a position in iShares MSCI Peru and Global Exposure ETF in Q1 2025 and has held it in 5 quarters since.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.