EP Wealth Advisors »

S&p Global Water Index Etf etf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of S&p Global Water Index Etf etf (CGW) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in S&p Global Water Index Etf etf

Tip: Access up to 7 years of quarterly data

All positions including S&p Global Water Index Etf etf held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in S&p Global Water Index Etf etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $258k 4.9k 53.01
2023-09-30 $248k 5.3k 46.52
2023-06-30 $262k 7.4k 35.64

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding S&p Global Water Index Etf etf

Conservest Capital Advisors
Weatherly Asset Management
UBS Group
Bank of America Corporation
Personal Resources Investment & Strategic Management
Polianta
Jane Street
Cambridge Investment Research Advisors
Commonwealth Equity Services
Wells Fargo & Company
Money Design
Baron Financial Group
Raymond James & Associates
Fiduciary Trust Company
Addison Advisors

View all funds holding S&p Global Water Index Etf etf