How many shares of CMF does EP Wealth Advisors, LLC own?

As of 2026-Q2, EP Wealth Advisors, LLC holds 1.7M shares of CMF (ISHARES TR).

What is EP Wealth Advisors, LLC's CMF position worth?

As of 2026-Q2, EP Wealth Advisors, LLC's CMF position is worth $97.5M.

In 2026-Q2, EP Wealth Advisors, LLC increased their CMF position (+43.2% change in shares).

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in CMF in 2019-Q2. They have held the position across 28 quarters.

Position history for EP Wealth Advisors, LLC's holdings in ISHARES TR

Current Value

$97.5M

Current Shares

1.7M

Total Value Change

+$96.7M

Total Shares Change

+1.7M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.7M	+43.2%	$97.5M	0.4%	$57.35	48
2026-Q1	Increased	1.2M	+0.8%	$67.1M	0.3%	$57.77	36
2025-Q4	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
2024-Q1	Decreased	1.3M	-0.3%	$72.7M	0.8%	$54.42	0
2023-Q4	Increased	1.3M	+191.2%	$73.4M	0.9%	$54.56	67
2023-Q3	Increased	434,833	+232x	$23.8M	0.4%	$51.21	55
2023-Q2	Decreased	1,866	-95.6%	$13.1M	0.2%	$52.80	0
2023-Q1	Decreased	42,690	-77.5%	$1.6M	0.0%	$52.95	0
2022-Q4	Decreased	190,184	-27.3%	$10.7M	0.2%	$51.61	0
2022-Q3	Decreased	261,505	-31.5%	$14.2M	0.3%	$49.69	0
2022-Q2	Increased	381,986	+3.2%	$21.6M	0.5%	$51.14	35
2022-Q1	Increased	370,168	+49.0%	$21.5M	0.5%	$52.68	47
2021-Q4	Increased	248,346	+0.1%	$15.5M	0.4%	$55.44	34
2021-Q3	Decreased	248,028	-4.1%	$15.4M	0.4%	$54.93	0
2021-Q2	Decreased	258,553	-15.8%	$16.2M	0.4%	$56.01	0
2021-Q1	Increased	307,075	+690.5%	$19.1M	0.6%	$55.34	64
2020-Q4	Increased	38,848	+37.2%	$2.4M	0.1%	$55.82	34
2020-Q3	Decreased	28,321	-14.8%	$1.8M	0.1%	$55.20	0
2020-Q2	Decreased	33,225	-12.3%	$2.1M	0.1%	$54.70	0
2020-Q1	Increased	37,877	+17.3%	$2.3M	0.1%	$53.32	36
2019-Q4	Increased	32,281	+6.2%	$2M	0.1%	$53.44	28
2019-Q3	Increased	30,384	+138.2%	$1.9M	0.1%	$53.07	42
2019-Q2	New	12,755	-	$773,000	0.0%	$52.30	34