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BOLTON SECURITIES CORPORATION’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$34.6K Hold
390
– – ﹤0.01% 1457
2026
Q2 		$32.6K Hold
390
– – ﹤0.01% 1466
2026
Q1 		$31.5K Buy
+390
New +$32.9K ﹤0.01% 1339
2025
Q3 		$24K Buy
+390
New +$20.6K ﹤0.01% 1345
2025
Q1 		$17.1K Buy
+390
New +$16.2K ﹤0.01% 1317

Other funds holding EPU

Nilsine Partners
Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
NewSquare Capital
NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Innealta Capital
Innealta Capital Austin, Texas $182M AUM 17.55% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's EPU Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its iShares MSCI Peru and Global Exposure ETF (EPU) position steady in Q3 2026 at 390 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

BOLTON SECURITIES CORPORATION first reported a position in EPU in Q1 2025 and has held it in 5 quarters since. 47 funds tracked by Wall St. Rank hold EPU as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 390 shares of iShares MSCI Peru and Global Exposure ETF worth $34.6K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its iShares MSCI Peru and Global Exposure ETF share count unchanged in Q3 2026.
  • iShares MSCI Peru and Global Exposure ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1457 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares MSCI Peru and Global Exposure ETF in Q1 2025 and has held it in 5 quarters since.
  • 47 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.