Ishares Tr etf msci usa shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Ishares Tr etf msci usa
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Quarterly reported holdings in Ishares Tr etf msci usa by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.4M | 10k | 135.30 |
| 2025-03-31 | $1.2M | 10k | 121.91 |
| 2024-12-31 | $1.2M | 9.0k | 128.82 |
| 2024-09-30 | $1.1M | 8.6k | 126.18 |
| 2024-06-30 | $1.3M | 11k | 119.32 |
| 2024-03-31 | $1.1M | 9.9k | 114.96 |
| 2023-12-31 | $1.0M | 10k | 104.92 |
| 2023-09-30 | $976k | 10k | 93.91 |
| 2023-06-30 | $1.0M | 1.3k | 776.84 |
| 2023-03-31 | $23M | 316k | 71.84 |
| 2022-12-31 | $882k | 10k | 84.75 |
| 2022-09-30 | $859k | 11k | 79.38 |
| 2022-06-30 | $1.6M | 19k | 83.90 |
| 2022-03-31 | $2.0M | 20k | 101.36 |
| 2021-12-31 | $2.1M | 20k | 107.90 |
| 2021-09-30 | $1.9M | 751k | 2.58 |
| 2021-06-30 | $2.0M | 20k | 98.48 |
| 2021-03-31 | $2.1M | 23k | 90.86 |
| 2020-12-31 | $1.6M | 19k | 86.01 |
| 2020-09-30 | $1.4M | 19k | 76.20 |
| 2020-06-30 | $2.2M | 32k | 69.98 |
| 2020-03-31 | $814k | 14k | 57.48 |