ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 75,327 Value ($000) $7,093 Avg Close Range
Q2 2025
Shares 60,904 Value ($000) $5,717 Avg Close Range
Q1 2025
Shares 61,795 Value ($000) $5,788 Avg Close Range
Q4 2024
Shares 65,116 Value ($000) $5,782 Avg Close Range
Q3 2024
Shares 76,807 Value ($000) $7,013 Avg Close Range
Q2 2024
Shares 68,185 Value ($000) $5,725 Avg Close Range
Q1 2024
Shares 69,092 Value ($000) $5,775 Avg Close Range
Q4 2023
Shares 68,960 Value ($000) $5,381 Avg Close Range
Q3 2023
Shares 72,056 Value ($000) $5,215 Avg Close Range
Q2 2023
Shares 30,432 Value ($000) $6,266 Avg Close Range
Q1 2023
Shares 53,014 Value ($000) $2,665 Avg Close Range
Q4 2022
Shares 44,348 Value ($000) $3,197 Avg Close Range
Q3 2022
Shares 52,489 Value ($000) $3,470 Avg Close Range
Q2 2022
Shares 16,372 Value ($000) $1,150 Avg Close Range
Q1 2022
Shares 17,685 Value ($000) $1,372 Avg Close Range
Q4 2021
Shares 17,901 Value ($000) $1,448 Avg Close Range
Q3 2021
Shares 19,980 Value ($000) $1,469 Avg Close Range
Q2 2021
Shares 17,359 Value ($000) $1,278 Avg Close Range
Q1 2021
Shares 14,704 Value ($000) $1,017 Avg Close Range
Q4 2020
Shares 14,158 Value ($000) $961 Avg Close Range
Q3 2020
Shares 13,170 Value ($000) $839 Avg Close Range
Q1 2020
Shares 16,368 Value ($000) $884 Avg Close Range
Q4 2019
Shares 15,488 Value ($000) $1,016 Avg Close Range
Q3 2019
Shares 15,012 Value ($000) $962 Avg Close Range
Q2 2019
Shares 14,932 Value ($000) $922 Avg Close Range
Q1 2019
Shares 15,867 Value ($000) $933 Avg Close Range
Q4 2018
Shares 15,867 Value ($000) $831 Avg Close Range
Q3 2018
Shares 16,167 Value ($000) $922 Avg Close Range
Q2 2017
Shares 7,491 Value ($000) $367 Avg Close Range
Q1 2017
Shares 7,039 Value ($000) $336 Avg Close Range
Q4 2016
Shares 7,609 Value ($000) $344 Avg Close Range
Q3 2016
Shares 7,609 Value ($000) $346 Avg Close Range
Q2 2016
Shares 7,017 Value ($000) $324 Avg Close Range
Q1 2016
Shares 6,562 Value ($000) $288 Avg Close Range