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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

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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
2024-12-31 $197k 3.6k 54.20
2024-09-30 $283k 4.6k 61.20
2024-06-30 $253k 4.6k 55.29
2024-03-31 $254k 4.6k 55.53
2023-12-31 $258k 4.9k 53.01
2023-09-30 $248k 5.3k 46.52
2023-06-30 $262k 7.4k 35.64

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Ishares Tr Ishs 1-5yr Invs (IGSB)
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View all positions for EP Wealth Advisors

Top funds holding S&p Global Water Index Etf etf

Morgan Stanley
Conservest Capital Advisors
UBS Group
Weatherly Asset Management
Goodman & Company, Investment Counsel
Bank of America Corporation
Polianta
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
Cambridge Investment Research Advisors
Commonwealth Equity Services
Addison Advisors
Baron Financial Group
Raymond James & Associates

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