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Ishares Inc cmn shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Ishares Inc cmn (EUSA) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Ishares Inc cmn

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All positions including Ishares Inc cmn 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 cmn by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $440k 4.6k 95.74
2024-06-30 $409k 4.6k 88.25
2024-03-31 $344k 3.8k 90.99

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View all positions for EP Wealth Advisors

Top funds holding Ishares Inc cmn

Stifel Financial
Schroder Investment Management Group
Bank of America Corporation
Envestnet Asset Management
Arkadios Wealth Advisors
D.A. Davidson & Co.
Wells Fargo & Company
Davidson Investment Advisors
BlackRock
Crews Bank & Trust
Ironwood Wealth Management
Running Point Capital Advisors
Financial Architects
LPL Financial
Commonwealth Equity Services

View all funds holding Ishares Inc cmn