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Roan Capital Partners’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Roan Capital Partners’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 		$360K Buy
+4,315
New +$359K 0.3% 55

Other funds holding EPU

DC
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Roan Capital Partners's EPU Position: Q2 2026 in Review

Roan Capital Partners opened a new position in iShares MSCI Peru and Global Exposure ETF (EPU) in Q2 2026: 4,315 shares worth $360K. The stake represents 0.3% of the portfolio and ranks #55 among its holdings.

8 funds tracked by Wall St. Rank hold EPU as of Q2 2026.

  • Roan Capital Partners held 4,315 shares of iShares MSCI Peru and Global Exposure ETF worth $360K as of Q2 2026.
  • iShares MSCI Peru and Global Exposure ETF was a new Roan Capital Partners position in Q2 2026.
  • iShares MSCI Peru and Global Exposure ETF made up 0.3% of Roan Capital Partners's portfolio in Q2 2026, its #55 holding.
  • 8 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2026.

Based on Roan Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.