Position history for EP Wealth Advisors, LLC's holdings in ISHARES TR
EP Wealth Advisors, LLC holds 266,554 shares of EFA (ISHARES TR), worth $25.9M as of 2026-Q1. The position was decreased (-3.8% shares). EFA represents 0.1% of EP Wealth Advisors, LLC's portfolio.
Current Value
$25.9M
Current Shares
266,554
Total Value Change
+$13.5M
Total Shares Change
+108,909
Other major holders of EFA: BlackRock, Inc.
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 |