StoneX Group’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

StoneX Group’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 Q3	$961K	Buy	+11,159	New	+$992K	0.04%	419
2026 Q1	–	Sell	-11,204	Closed	-$811K	–	1008
2025 Q4	$811K	Buy	+11,204	New	+$725K	0.04%	404
2024 Q3	–	Sell	-8,916	Closed	-$359K	–	714
2024 Q2	$359K	Sell	8,916 -81,037	-90%	-$3.35M	0.03%	424
2024 Q1	$3.52M	Sell	89,953 -8,567	-9%	-$302K	0.32%	66
2023 Q4	$3.39M	Sell	98,520 -59,206	-38%	-$1.81M	0.34%	63
2023 Q3	$4.76M	Buy	+157,726	New	+$5.03M	0.52%	32
2022 Q4	–	Sell	-10,079	Closed	-$247K	–	719
2022 Q3	$247K	Buy	+10,079	New	+$257K	0.03%	401
2022 Q1	–	Sell	-52,929	Closed	-$1.57M	–	636
2021 Q4	$1.57M	Buy	+52,929	New	+$1.53M	0.18%	114

Other funds holding EPU

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Innealta Capital Austin, Texas $182M AUM 17.55% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

Arrow Investment Advisors Laurel, Maryland $116M AUM 9.51% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $137M AUM

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

StoneX Group's EPU Position: Q3 2026 in Review

StoneX Group opened a new position in iShares MSCI Peru and Global Exposure ETF (EPU) in Q3 2026: 11,159 shares worth $961K. The stake represents 0.04% of the portfolio and ranks #419 among its holdings. This is a return to the name: StoneX Group previously reported a position in EPU as recently as Q4 2025.

StoneX Group first reported a position in EPU in Q4 2021 and has held it in 8 quarters since. The position peaked at $4.76M in Q3 2023. 26 funds tracked by Wall St. Rank hold EPU as of Q3 2026.

StoneX Group held 11,159 shares of iShares MSCI Peru and Global Exposure ETF worth $961K as of Q3 2026.
iShares MSCI Peru and Global Exposure ETF was a new StoneX Group position in Q3 2026.
iShares MSCI Peru and Global Exposure ETF made up 0.04% of StoneX Group's portfolio in Q3 2026, its #419 holding.
StoneX Group first reported a position in iShares MSCI Peru and Global Exposure ETF in Q4 2021 and has held it in 8 quarters since.
StoneX Group's iShares MSCI Peru and Global Exposure ETF position peaked at $4.76M in Q3 2023.
26 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q3 2026.

Based on StoneX Group's 13F filing for Q3 2026, filed 3 Nov 2026.