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 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 $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 $1.28B AUM 27.63% 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

Stifel Financial's EPU Position: Q1 2026 in Review

Stifel Financial opened a new position in iShares MSCI Peru and Global Exposure ETF (EPU) in Q1 2026: 3,398 shares worth $274K. The stake represents ﹤0.01% of the portfolio and ranks #3242 among its holdings. This is a return to the name: Stifel Financial previously reported a position in EPU as recently as Q4 2022.

Stifel Financial first reported a position in EPU in Q2 2014 and has held it in 3 quarters since. The position peaked at $2.87M in Q2 2014. 64 funds tracked by Wall St. Rank hold EPU as of Q1 2026.

Stifel Financial held 3,398 shares of iShares MSCI Peru and Global Exposure ETF worth $274K as of Q1 2026.
iShares MSCI Peru and Global Exposure ETF was a new Stifel Financial position in Q1 2026.
iShares MSCI Peru and Global Exposure ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3242 holding.
Stifel Financial first reported a position in iShares MSCI Peru and Global Exposure ETF in Q2 2014 and has held it in 3 quarters since.
Stifel Financial's iShares MSCI Peru and Global Exposure ETF position peaked at $2.87M in Q2 2014.
64 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.