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Ishares Inc em mkt min vol shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Ishares Inc em mkt min vol (EEMV) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Ishares Inc em mkt min vol

Tip: Access up to 7 years of quarterly data

All positions including Ishares Inc em mkt min vol held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Inc em mkt min vol by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $495k 8.9k 55.59
2023-09-30 $529k 9.9k 53.35
2023-06-30 $710k 154k 4.61
2023-03-31 $3.7M 94k 39.46

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 Ishares Inc em mkt min vol

Bank of America Corporation
Wharton Business Group
UBS Group
Wells Fargo & Company
Teacher Retirement System Of Texas
Captrust Financial Advisors
Jpmorgan Chase & Co
Rhumbline Advisers
Advantus Capital Management
Commonwealth Equity Services
Royal Bank of Canada
Mercer Global Advisors
Mariner Wealth Advisors
Brio Consultants
Symmetry Partner

View all funds holding Ishares Inc em mkt min vol