ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

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

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

Q4 2025
Shares 181,912 Value ($000) $20,723 Avg Close — Range —
Q2 2025
Shares 206,514 Value ($000) $23,130 Avg Close — Range —
Q1 2025
Shares 224,071 Value ($000) $22,407 Avg Close — Range —
Q4 2024
Shares 252,324 Value ($000) $24,432 Avg Close — Range —
Q3 2024
Shares 377,006 Value ($000) $40,585 Avg Close — Range —
Q2 2024
Shares 411,293 Value ($000) $42,075 Avg Close — Range —
Q1 2024
Shares 18,163 Value ($000) $1,885 Avg Close — Range —
Q4 2023
Shares 19,267 Value ($000) $1,866 Avg Close — Range —
Q3 2023
Shares 16,122 Value ($000) $1,391 Avg Close — Range —
Q2 2023
Shares 31,000 Value ($000) $1,454 Avg Close — Range —
Q1 2023
Shares 4,243 Value ($000) $287 Avg Close — Range —
Q4 2022
Shares 14,380 Value ($000) $1,204 Avg Close — Range —
Q3 2022
Shares 27,058 Value ($000) $1,963 Avg Close — Range —
Q2 2022
Shares 11,141 Value ($000) $897 Avg Close — Range —
Q1 2022
Shares 50,300 Value ($000) $4,842 Avg Close — Range —
Q4 2021
Shares 15,010 Value ($000) $1,655 Avg Close — Range —
Q3 2021
Shares 13,355 Value ($000) $1,422 Avg Close — Range —
Q2 2021
Shares 13,209 Value ($000) $1,417 Avg Close — Range —
Q1 2021
Shares 15,070 Value ($000) $1,514 Avg Close — Range —
Q1 2016
Shares 4,675 Value ($000) $308 Avg Close — Range —
Q3 2015
Shares 3,655 Value ($000) $233 Avg Close — Range —