Position history for EP Wealth Advisors, LLC's holdings in ISHARES TR
EP Wealth Advisors, LLC holds 1.2M shares of CMF (ISHARES TR), worth $67.3M as of 2025-Q4. The position was decreased (-2.0% shares). CMF represents 0.3% of EP Wealth Advisors, LLC's portfolio.
Current Value
$67.3M
Current Shares
1.2M
Total Value Change
-$5.2M
Total Shares Change
-102,729
Other major holders of CMF: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Wealthfront Advisers LLC
Decreased |
| 1.2M |
-2.0% |
| $67.3M |
| 0.3% |
| $57.29 |
0 |
| 2025-Q2 | Decreased | 1.2M | -6.2% | $66.6M | 0.4% | $54.54 | 0 |
| 2025-Q1 | Decreased | 1.3M | -10.4% | $71.7M | 0.6% | $54.62 | 0 |
| 2024-Q4 | Increased | 1.4M | +8.7% | $81.5M | 0.7% | $55.52 | 46 |
| 2024-Q3 | Increased | 1.3M | +2.8% | $76.1M | 0.7% | $55.79 | 43 |
| 2024-Q2 | Increased | 1.3M | +0.9% | $72.4M | 0.8% | $54.18 | 42 |