ISHARES TR

Ticker: ACWI CUSIP: 464288257 Class: MSCI ACWI ETF

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 39,719 Value ($000) $5,620 Avg Close — Range —
Q2 2025
Shares 35,977 Value ($000) $4,627 Avg Close — Range —
Q1 2025
Shares 37,442 Value ($000) $4,358 Avg Close — Range —
Q4 2024
Shares 30,690 Value ($000) $3,606 Avg Close — Range —
Q3 2024
Shares 30,337 Value ($000) $3,627 Avg Close — Range —
Q2 2024
Shares 29,160 Value ($000) $3,278 Avg Close — Range —
Q1 2024
Shares 29,594 Value ($000) $3,259 Avg Close — Range —
Q4 2023
Shares 30,445 Value ($000) $3,098 Avg Close — Range —
Q3 2023
Shares 31,678 Value ($000) $2,926 Avg Close — Range —
Q2 2023
Shares 25,067 Value ($000) $2,980 Avg Close — Range —
Q1 2023
Shares 33,094 Value ($000) $3,017 Avg Close — Range —
Q4 2022
Shares 34,354 Value ($000) $2,916 Avg Close — Range —
Q3 2022
Shares 41,918 Value ($000) $3,262 Avg Close — Range —
Q2 2022
Shares 44,107 Value ($000) $3,700 Avg Close — Range —
Q1 2022
Shares 45,586 Value ($000) $4,549 Avg Close — Range —
Q4 2021
Shares 45,301 Value ($000) $4,792 Avg Close — Range —
Q3 2021
Shares 45,586 Value ($000) $4,555 Avg Close — Range —
Q2 2021
Shares 49,437 Value ($000) $5,003 Avg Close — Range —
Q1 2021
Shares 49,501 Value ($000) $4,710 Avg Close — Range —
Q4 2020
Shares 71,447 Value ($000) $6,482 Avg Close — Range —
Q3 2020
Shares 215,067 Value ($000) $17,188 Avg Close — Range —