EP Wealth Advisors »

iShares MSCI Emerging Markets Indx shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of iShares MSCI Emerging Markets Indx (EEM) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in iShares MSCI Emerging Markets Indx

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI Emerging Markets Indx held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI Emerging Markets Indx by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.6M 145k 45.86
2024-06-30 $3.4M 79k 42.59
2024-03-31 $3.9M 95k 41.08
2023-12-31 $3.9M 98k 40.21
2023-09-30 $3.7M 98k 37.95
2023-06-30 $3.9M 14k 277.43
2023-03-31 $927k 9.7k 95.67
2022-12-31 $3.8M 99k 37.90
2022-09-30 $4.0M 116k 34.88
2022-06-30 $5.6M 139k 40.10
2022-03-31 $5.6M 125k 45.15
2021-12-31 $6.9M 141k 48.85
2021-09-30 $6.0M 118k 50.38
2021-06-30 $6.6M 120k 55.15
2021-03-31 $6.4M 120k 53.34
2020-12-31 $4.2M 80k 51.67
2020-09-30 $3.6M 81k 44.08
2020-06-30 $3.5M 87k 39.99
2020-03-31 $3.4M 99k 34.13
2019-12-31 $3.4M 76k 44.87
2019-09-30 $952k 23k 40.86
2019-06-30 $642k 15k 42.92
2019-03-31 $582k 14k 42.93
2018-12-31 $680k 17k 39.04
2018-09-30 $406k 9.5k 42.89
2014-12-31 $271k 6.9k 39.33
2014-03-31 $208k 5.1k 40.98