Ishares Tr msci usavalfct shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.8M | 25k | 113.21 |
| 2025-03-31 | $2.7M | 26k | 106.65 |
| 2024-12-31 | $2.7M | 26k | 105.61 |
| 2024-09-30 | $3.0M | 28k | 109.04 |
| 2024-06-30 | $2.8M | 28k | 103.46 |
| 2024-03-31 | $3.1M | 29k | 108.31 |
| 2023-12-31 | $3.0M | 29k | 101.16 |
| 2023-09-30 | $2.5M | 28k | 90.72 |
| 2023-06-30 | $2.7M | 65k | 42.06 |
| 2023-03-31 | $44M | 312k | 139.60 |
| 2022-12-31 | $2.8M | 31k | 91.14 |
| 2022-09-30 | $2.9M | 35k | 81.86 |
| 2022-06-30 | $2.6M | 29k | 90.52 |
| 2022-03-31 | $3.0M | 29k | 104.58 |
| 2021-12-31 | $3.3M | 31k | 109.46 |
| 2021-09-30 | $3.1M | 397k | 7.75 |
| 2021-06-30 | $3.3M | 31k | 105.05 |
| 2021-03-31 | $3.3M | 33k | 102.46 |