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Ishares Tr msci lw crb tg shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr msci lw crb tg (CRBN) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Ishares Tr msci lw crb tg

Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024120k140k160k650700750800
Value ($)Share countHistorical CRBN position of EP Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including Ishares Tr msci lw crb tg 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 Tr msci lw crb tg by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $158k 805 196.13
2024-06-30 $120k 655 183.34
2024-03-31 $118k 655 179.56
2023-12-31 $108k 655 165.54
2022-03-31 $107k 655 163.36