ISHARES TR

Ticker: EFAV CUSIP: 46429B689 Class: ETF

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

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

Q4 2025
Shares 2,529 Value ($000) $218 Avg Close — Range —
Q2 2025
Shares 9,386 Value ($000) $789 Avg Close — Range —
Q1 2025
Shares 9,296 Value ($000) $724 Avg Close — Range —
Q4 2024
Shares 9,372 Value ($000) $663 Avg Close — Range —
Q3 2024
Shares 2,476 Value ($000) $190 Avg Close — Range —
Q2 2024
Shares 2,721 Value ($000) $189 Avg Close — Range —
Q1 2024
Shares 2,443 Value ($000) $173 Avg Close — Range —
Q4 2023
Shares 2,587 Value ($000) $179 Avg Close — Range —
Q3 2023
Shares 3,808 Value ($000) $248 Avg Close — Range —
Q2 2023
Shares 17,607 Value ($000) $295 Avg Close — Range —
Q1 2023
Shares 153,855 Value ($000) $11,004 Avg Close — Range —
Q1 2022
Shares 5,757 Value ($000) $415 Avg Close — Range —
Q4 2021
Shares 5,065 Value ($000) $389 Avg Close — Range —
Q1 2020
Shares 3,267 Value ($000) $203 Avg Close — Range —
Q3 2018
Shares 5,528 Value ($000) $402 Avg Close — Range —
Q1 2018
Shares 2,910 Value ($000) $214 Avg Close — Range —
Q4 2017
Shares 3,367 Value ($000) $246 Avg Close — Range —
Q3 2017
Shares 3,087 Value ($000) $219 Avg Close — Range —