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iShares S&P Global Consumer Staple shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of iShares S&P Global Consumer Staple (KXI) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in iShares S&P Global Consumer Staple

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Consumer Staple 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 S&P Global Consumer Staple by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $107k 1.8k 59.28
2023-06-30 $303k 24k 12.87
2023-03-31 $2.6M 60k 43.86

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 S&P Global Consumer Staple

Bank of America Corporation
Fisher Investments
Jane Street
Money Design
UBS Group
Royal Bank of Canada
Wells Fargo & Company
Creative Planning
ICICI Prudential Asset Management
Financial Advocates Investment Management
Branch Banking & Trust Company
Commonwealth Equity Services
Bnp Paribas Arbitrage, Snc
Raymond James Financial Services Advisors
Prospera Financial Services

View all funds holding iShares S&P Global Consumer Staple