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Ishares Inc msci em esg se shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Ishares Inc msci em esg se (ESGE) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Ishares Inc msci em esg se

Tip: Access up to 7 years of quarterly data

All positions including Ishares Inc msci em esg se 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 Inc msci em esg se by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 75k 36.41
2024-06-30 $3.2M 97k 33.53
2022-06-30 $177k 5.5k 32.30
2022-03-31 $460k 13k 36.76
2021-09-30 $521k 13k 41.41