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

Stifel 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 Q2	$254K	Sell	3,037 -361	-11%	-$30.1K	﹤0.01%	3381
2026 Q1	$274K	Buy	+3,398	New	+$287K	﹤0.01%	3242
2023 Q1	–	Sell	-11,135	Closed	-$319K	–	3354
2022 Q4	$319K	Buy	+11,135	New	+$309K	﹤0.01%	2715
2014 Q3	–	Sell	-80,534	Closed	-$2.87M	–	2250
2014 Q2	$2.87M	Buy	+80,534	New	+$2.76M	0.03%	637

Other funds holding EPU

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial's EPU Position: Q2 2026 in Review

Stifel Financial reduced its iShares MSCI Peru and Global Exposure ETF (EPU) stake by 11% in Q2 2026, selling an estimated $30.1K and leaving 3,037 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #3381.

Stifel Financial first reported a position in EPU in Q2 2014 and has held it in 4 quarters since. The position peaked at $2.87M in Q2 2014. 68 funds tracked by Wall St. Rank hold EPU as of Q2 2026.

Stifel Financial held 3,037 shares of iShares MSCI Peru and Global Exposure ETF worth $254K as of Q2 2026.
Stifel Financial sold 361 iShares MSCI Peru and Global Exposure ETF shares in Q2 2026, an estimated $30.1K.
iShares MSCI Peru and Global Exposure ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3381 holding.
Stifel Financial first reported a position in iShares MSCI Peru and Global Exposure ETF in Q2 2014 and has held it in 4 quarters since.
Stifel Financial's iShares MSCI Peru and Global Exposure ETF position peaked at $2.87M in Q2 2014.
68 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.