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iShares S&P Global Financials Sect. shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of iShares S&P Global Financials Sect. (IXG) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in iShares S&P Global Financials Sect.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Financials Sect. 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 S&P Global Financials Sect. by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $149k 1.2k 124.51

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for EP Wealth Advisors

Top funds holding iShares S&P Global Financials Sect.

Morgan Stanley
Bank of America Corporation
Banco Santander
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Nelson, Van Denburg & Campbell Wealth Management
Federation des caisses Desjardins du Quebec
Wells Fargo & Company
LPL Financial
Flow Traders US
Fil
Salomon & Ludwin
HighTower Advisors
Commonwealth Equity Services
Susquehanna International
BlackRock

View all funds holding iShares S&P Global Financials Sect.