ISHARES TR

Ticker: ESML CUSIP: 46435U663 Class: ESG AWARE MSCI

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

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

Q4 2025
Shares 229,887 Value ($000) $10,570 Avg Close — Range —
Q2 2025
Shares 209,753 Value ($000) $8,669 Avg Close — Range —
Q1 2025
Shares 205,118 Value ($000) $7,879 Avg Close — Range —
Q4 2024
Shares 207,847 Value ($000) $8,740 Avg Close — Range —
Q3 2024
Shares 180,884 Value ($000) $7,565 Avg Close — Range —
Q2 2024
Shares 172,538 Value ($000) $6,643 Avg Close — Range —
Q1 2024
Shares 141,851 Value ($000) $5,712 Avg Close — Range —
Q4 2023
Shares 143,159 Value ($000) $5,441 Avg Close — Range —
Q3 2023
Shares 156,795 Value ($000) $5,276 Avg Close — Range —
Q2 2023
Shares 22,378 Value ($000) $5,418 Avg Close — Range —
Q1 2023
Shares 10,403 Value ($000) $941 Avg Close — Range —
Q4 2022
Shares 124,013 Value ($000) $4,078 Avg Close — Range —
Q3 2022
Shares 122,263 Value ($000) $3,750 Avg Close — Range —
Q2 2022
Shares 130,091 Value ($000) $4,098 Avg Close — Range —
Q1 2022
Shares 113,309 Value ($000) $4,310 Avg Close — Range —
Q4 2021
Shares 108,923 Value ($000) $4,392 Avg Close — Range —
Q3 2021
Shares 103,869 Value ($000) $4,052 Avg Close — Range —
Q2 2021
Shares 99,156 Value ($000) $4,003 Avg Close — Range —
Q1 2021
Shares 95,959 Value ($000) $3,698 Avg Close — Range —
Q4 2020
Shares 89,127 Value ($000) $3,042 Avg Close — Range —
Q3 2020
Shares 85,469 Value ($000) $2,267 Avg Close — Range —
Q2 2020
Shares 85,243 Value ($000) $2,137 Avg Close — Range —
Q1 2020
Shares 37,849 Value ($000) $755 Avg Close — Range —
Q4 2019
Shares 17,121 Value ($000) $495 Avg Close — Range —
Q3 2019
Shares 15,053 Value ($000) $402 Avg Close — Range —
Q2 2019
Shares 8,005 Value ($000) $216 Avg Close — Range —