Steward Partners Investment Advisory’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-18	Closed	-$1.3K	–	4474
2025 Q4	$1.3K	Buy	+18	New	+$1.16K	﹤0.01%	4043
2021 Q2	–	Sell	-30	Closed	-$1.02K	–	7180
2021 Q1	$1.02K	Buy	+30	New	+$1.08K	﹤0.01%	3310

Other funds holding EPU

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Steward Partners Investment Advisory's EPU Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of iShares MSCI Peru and Global Exposure ETF (EPU) in Q1 2026, closing a stake of 18 shares — an estimated $1.3K sold.

Steward Partners Investment Advisory first reported a position in EPU in Q1 2021 and held it in 2 quarters. The position peaked at $1.3K in Q4 2025. 64 funds tracked by Wall St. Rank hold EPU as of Q1 2026.

Steward Partners Investment Advisory reported no remaining iShares MSCI Peru and Global Exposure ETF position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 18 iShares MSCI Peru and Global Exposure ETF shares in Q1 2026, an estimated $1.3K.
Steward Partners Investment Advisory first reported a position in iShares MSCI Peru and Global Exposure ETF in Q1 2021 and held it in 2 quarters.
Steward Partners Investment Advisory's iShares MSCI Peru and Global Exposure ETF position peaked at $1.3K in Q4 2025.
64 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.