EPUETF / FundiShares MSCI Peru and Global Exposure ETF
Verdicts genuinely change. Free email alert the moment EPU's does — no target price to set, unlike a price alert.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
iShares MSCI Peru and Global Exposure ETF ETF · iShares Trust
32 holdings · as of 2026-08-31 (2.4 months ago)
NON-COMPLIANT 29.35% of portfolio weight is in non-compliant holdings, over the 5% threshold.
32 holdings, 14 matched (80% of weight). Portfolio as of 2026-08-31, filed 2026-10-23. Source: SEC Form N-PORT.
6.04% of this portfolio’s income is non-permissible — weighted across holdings, computed over 54% of portfolio weight (12 of 32 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
51.0% compliant 0.0% questionable 29.2% non-compliant 19.7% unscreened
All holdings (32)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| SCCO SOUTHERN COPPER CORPORATION | COMPLIANT | 24.37% | AAOIFI4.9% Usmani35.7% Dow Jones Islamic8.2% S&P Shariah9.3% MSCI Islamic35.7% MSCI Islamic M-Series9.3% FTSE Shariah33.1% |
| BAP CREDICORP LTD. | NON_COMPLIANT | 22.59% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HOC.L HOCHSCHILD MINING PLC | COMPLIANT | 4.67% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| BVN Compania de Minas Buenaventura S.A.A. | COMPLIANT | 3.95% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| 1208.HK MMG Limited | COMPLIANT | 3.06% | AAOIFIpass Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| Volcan Compania Minera S.A.A. | UNSCREENED | 2.99% | no in-house ratios for this holding |
| Sociedad Minera Cerro Verde S.A.A. | UNSCREENED | 2.86% | no in-house ratios for this holding |
| Ferreycorp S.A.A | UNSCREENED | 2.82% | no in-house ratios for this holding |
| FSM FORTUNA MINING CORP. | COMPLIANT | 2.77% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| 9IFA.F Intercorp Financial Services Inc. | NON_COMPLIANT | 2.75% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Interconexion Electrica S.A. E.S.P. | UNSCREENED | 2.71% | no in-house ratios for this holding |
| PARAUCO.SN Parque Arauco S.A. | NON_COMPLIANT | 2.67% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PAAS Pan American Silver Corp. | COMPLIANT | 2.58% | AAOIFI2.4% Usmani7.3% Dow Jones Islamic5.0% S&P Shariah6.3% MSCI Islamic7.3% MSCI Islamic M-Series6.3% FTSE Shariah7.3% |
| LAUR LAUREATE EDUCATION, INC. | COMPLIANT | 2.57% | AAOIFI14.5% Usmani30.3% Dow Jones Islamic18.8% S&P Shariah22.0% MSCI Islamic30.3% MSCI Islamic M-Series22.0% FTSE Shariah9.2% |
| WPM Wheaton Precious Metals Corp. | COMPLIANT | 2.56% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| TFPM Triple Flag Precious Metals Corp. | COMPLIANT | 2.34% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FALABELLA.SN FALABELLA S.A. | COMPLIANT | 2.30% | AAOIFIpass Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| Cementos Pacasmayo S.A.A. | UNSCREENED | 2.07% | no in-house ratios for this holding |
| BANCO BBVA PERU SOCIEDAD ANONIMA | UNSCREENED | 1.99% | no in-house ratios for this holding |
| InRetail Peru Corp. | UNSCREENED | 1.91% | no in-house ratios for this holding |
| ENTEL.SN Empresa Nacional de Telecomunicaciones S.A. | NON_COMPLIANT | 1.34% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AUNA S.A. | UNSCREENED | 0.95% | no in-house ratios for this holding |
| CASA GRANDE SOCIEDAD ANONIMA ABIERTA | UNSCREENED | 0.44% | no in-house ratios for this holding |
| Inversiones Portuarias Chancay SAA | UNSCREENED | 0.42% | no in-house ratios for this holding |
| Corporacion Aceros Arequipa S.A. | UNSCREENED | 0.39% | no in-house ratios for this holding |
| BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agency Shares | UNSCREENED | 0.26% | no in-house ratios for this holding |
| GREAT BRITISH POUND | UNSCREENED | 0.00% | no in-house ratios for this holding |
| PERUVIAN NEW SOL | UNSCREENED | 0.00% | no in-house ratios for this holding |
| HONG KONG DOLLAR | UNSCREENED | 0.00% | no in-house ratios for this holding |
| MSCI EMGMKT SEP26 | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CANADIAN DOLLAR | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CHILEAN PESO | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 27 points of portfolio weight — 47.2% of it passes AAOIFI, 20.6% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 47.2% ratios fail on 29.3% 23.8% not rated under AAOIFI
ratios pass on 22.9% ratios fail on 53.7% 23.8% not rated under Usmani
ratios pass on 41.9% ratios fail on 34.7% 23.8% not rated under Dow Jones Islamic
ratios pass on 41.9% ratios fail on 34.7% 23.8% not rated under S&P Shariah
ratios pass on 20.6% ratios fail on 56.0% 23.8% not rated under MSCI Islamic
ratios pass on 41.9% ratios fail on 34.7% 23.8% not rated under MSCI Islamic M-Series
ratios pass on 47.2% ratios fail on 29.3% 23.8% not rated under FTSE Shariah
14 of 32 listed holdings carry our own per-methodology verdicts (81% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 6 (37% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BAP CREDICORP LTD. | 22.59% |
| 9IFA.F Intercorp Financial Services Inc. | 2.75% |
| PARAUCO.SN Parque Arauco S.A. | 2.67% |
| ENTEL.SN Empresa Nacional de Telecomunicaciones S.A. | 1.34% |
Methodology breakdown computing — it will appear here on its own.
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Why this signal?
The factors behind the read, each shown with the figure it rests on, including the ones pointing the other way.
iShares MSCI Peru and Global Exposure ETF (EPU) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
🕌 In-house Compliance Research
Computing the full ratio and business-activity breakdown for EPU — this runs off the critical path so the page paints first. It will appear here on its own.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
Classic floor-trader pivots from the last completed daily bar. Highlighted pills are the levels bracketing the current price.
Price Forecast
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Technical Summary
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 39.10 | NEUTRAL |
| Stochastic %K (14) | 24.64 | NEUTRAL |
| CCI (20) | -74.30 | NEUTRAL |
| Williams %R (14) | -75.36 | NEUTRAL |
| MACD (12,26,9) | 0.01 | BUY |
| ROC (10) | -3.12 | SELL |
| Momentum (10) | -2.61 | SELL |
| EMA (10) | 82.04 | SELL |
| SMA (10) | 81.26 | SELL |
| EMA (20) | 83.58 | SELL |
| SMA (20) | 83.85 | SELL |
| EMA (30) | 84.82 | SELL |
| SMA (30) | 85.87 | SELL |
| EMA (50) | 86.16 | SELL |
| SMA (50) | 87.81 | SELL |
| EMA (100) | 86.35 | SELL |
| SMA (100) | 87.69 | SELL |
| EMA (200) | 83.51 | SELL |
| SMA (200) | 85.28 | SELL |
About iShares MSCI Peru and Global Exposure ETF
The fund generally will invest at least 80% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index. A significant portion of the index is represented by securities of companies in the financials and materials industries or sectors. Companies with economic exposure to and/or carry out the majority of their operations in Peru may include companies organized, listed, or with significant operations in developed countries. The fund is non-diversified.
Background via Yahoo Finance — informational, not part of the verdict.
Weak — low conviction, small size or skip
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
| Timeframe | Bias | Bars |
|---|---|---|
| 📅 Daily | RANGING | 44 |
| ⏰ 4H | RANGING | 16 |
| 🕐 1H | RANGING | 64 |
| ⏱ 15-Min | BEARISH | 130 |
| ⏲ 5-Min | BEARISH | 234 |
Momentum & Volume
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
Peer Movement
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
What does unrated weight mean?
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
Does the issuer's board make it compliant?
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
How often is this re-screened?
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Compare with
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Insider Activity (90d)
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
NO DATA 0 buys · 0 sells
COT Positioning — E-MINI S&P 500 - CHICAGO MERCANTILE EXCHANGE
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-11-03 · Asset managers net 928584 (+5135)
AI Summary
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.