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iShares FTSE Developed Small Cap ex-Nor shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of iShares FTSE Developed Small Cap ex-Nor (IEUS) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in iShares FTSE Developed Small Cap ex-Nor

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE Developed Small Cap ex-Nor 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 FTSE Developed Small Cap ex-Nor by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.5M 23k 67.12
2025-03-31 $1.3M 23k 57.32
2024-12-31 $1.2M 23k 53.65
2024-09-30 $1.4M 23k 60.51

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding iShares FTSE Developed Small Cap ex-Nor

Vontobel Holding
LPL Financial
UBS Group
Raymond James Financial
Morgan Stanley
Citadel Advisors
Pictet North America Advisors SA
3EDGE Asset Management
Courier Capital Corp
Silvercrest Asset Management Group
EP Wealth Advisors
Susquehanna International
Wells Fargo & Company
Castlekeep Investment Advisors
Deutsche Bank Aktiengesellschaft

View all funds holding iShares FTSE Developed Small Cap ex-Nor