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Blackrock Etf Trust shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Blackrock Etf Trust (CORO) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Blackrock Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Etf Trust held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Etf Trust by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 33k 32.15

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Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
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Vanguard Index Fds Mcap Gr Idxvip (VOT)
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Microsoft Corporation (MSFT)
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View all positions for EP Wealth Advisors

Top funds holding Blackrock Etf Trust

Merit Financial Group
Resources Investment Advisors
Sofi Wealth
Foundations Investment Advisors
Commonwealth Equity Services
Sanctuary Advisors
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
AE Wealth Management
Thrivent Financial for Lutherans
Goldstein Advisors
Envestnet Asset Management
Change Path
Triad Wealth Partners
West Wealth Group
HPM Partners

View all funds holding Blackrock Etf Trust