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

As of 2026-Q2, EP Wealth Advisors, LLC holds 265,803 shares of EFA (ISHARES MSCI EAFE ETF CL USD INC).

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

As of 2026-Q2, EP Wealth Advisors, LLC's EFA position is worth $27.6M.

In 2026-Q2, EP Wealth Advisors, LLC decreased their EFA position (-0.3% change in shares).

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in EFA in 2018-Q4. They have held the position across 30 quarters.

Position history for EP Wealth Advisors, LLC's holdings in ISHARES MSCI EAFE ETF CL USD INC

Current Value

$27.6M

Current Shares

265,803

Total Value Change

-$14.9M

Total Shares Change

-457,576

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	265,803	-0.3%	$27.6M	0.1%	$103.88	0
2026-Q1	Decreased	266,554	-3.8%	$25.9M	0.1%	$100.09	0
2025-Q4	Increased	276,957	+5.0%	$26.6M	0.1%	$96.44	36
2025-Q2	Decreased	263,757	-1.9%	$23.6M	0.2%	$87.75	0
2025-Q1	Decreased	268,935	-74.9%	$22M	0.2%	$79.61	0
2024-Q4	Increased	1.1M	+506.7%	$81M	0.7%	$73.00	68
2024-Q3	Increased	176,539	+12.0%	$14.8M	0.1%	$79.93	38
2024-Q2	Increased	157,645	+4.4%	$12.3M	0.1%	$74.61	35
2024-Q1	Decreased	151,047	-2.8%	$12.1M	0.1%	$74.76	0
2023-Q4	Increased	155,404	+1.1%	$11.7M	0.1%	$70.54	34
2023-Q3	Increased	153,659	+3521.5%	$10.6M	0.2%	$63.72	54
2023-Q2	Decreased	4,243	-69.9%	$10.8M	0.2%	$66.22	0
2023-Q1	Decreased	14,089	-88.3%	$768,819	0.0%	$64.61	0
2022-Q4	Decreased	120,462	-28.1%	$7.9M	0.1%	$59.60	0
2022-Q3	Decreased	167,529	-9.4%	$9.4M	0.2%	$50.83	0
2022-Q2	Decreased	184,831	-26.9%	$11.6M	0.3%	$56.82	0
2022-Q1	Increased	252,680	+23.2%	$18.6M	0.4%	$66.21	41
2021-Q4	Increased	205,122	+10.3%	$16.1M	0.4%	$69.67	37
2021-Q3	Decreased	186,017	-2.3%	$14.5M	0.4%	$67.97	0
2021-Q2	Decreased	190,377	-7.1%	$15M	0.4%	$68.98	0
2021-Q1	Decreased	204,973	-0.4%	$15.6M	0.5%	$65.23	0
2020-Q4	Decreased	205,765	-2.7%	$15M	0.5%	$62.94	0
2020-Q3	Decreased	211,465	-9.7%	$13.5M	0.6%	$54.23	0
2020-Q2	Decreased	234,172	-44.2%	$14.3M	0.6%	$51.70	0
2020-Q1	Increased	419,741	+46.1%	$22.4M	1.1%	$45.09	61
2019-Q4	Increased	287,254	+15.8%	$19.9M	0.8%	$57.78	46
2019-Q3	Decreased	248,045	-4.5%	$16.2M	0.8%	$53.71	0
2019-Q2	Decreased	259,743	-6.0%	$17.1M	1.1%	$54.34	0
2019-Q1	Decreased	276,465	-61.8%	$17.9M	1.7%	$52.49	0
2018-Q4	New	723,379	-	$42.5M	3.3%	$47.49	81