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

As of 2026-Q2, EP Wealth Advisors, LLC holds 253,060 shares of ESML (ISHARES TR).

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

As of 2026-Q2, EP Wealth Advisors, LLC's ESML position is worth $14.2M.

In 2026-Q2, EP Wealth Advisors, LLC increased their ESML position (+13.0% change in shares).

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in ESML 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

$14.2M

Current Shares

253,060

Total Value Change

+$13.9M

Total Shares Change

+245,055

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	253,060	+13.0%	$14.2M	0.1%	$55.93	32
2026-Q1	Decreased	223,883	-2.6%	$10.5M	0.1%	$49.18	0
2025-Q4	Increased	229,887	+9.6%	$10.6M	0.1%	$46.38	30
2025-Q2	Increased	209,753	+2.3%	$8.7M	0.1%	$41.06	28
2025-Q1	Decreased	205,118	-1.3%	$7.9M	0.1%	$38.14	0
2024-Q4	Increased	207,847	+14.9%	$8.7M	0.1%	$41.51	32
2024-Q3	Increased	180,884	+4.8%	$7.6M	0.1%	$41.10	29
2024-Q2	Increased	172,538	+21.6%	$6.6M	0.1%	$37.78	33
2024-Q1	Decreased	141,851	-0.9%	$5.7M	0.1%	$39.42	0
2023-Q4	Decreased	143,159	-8.7%	$5.4M	0.1%	$37.11	0
2023-Q3	Increased	156,795	+600.7%	$5.3M	0.1%	$32.73	44
2023-Q2	Increased	22,378	+115.1%	$5.4M	0.1%	$34.27	44
2023-Q1	Decreased	10,403	-91.6%	$940,943	0.0%	$32.25	0
2022-Q4	Increased	124,013	+1.4%	$4.1M	0.1%	$31.64	27
2022-Q3	Decreased	122,263	-6.0%	$3.8M	0.1%	$29.55	0
2022-Q2	Increased	130,091	+14.8%	$4.1M	0.1%	$30.31	31
2022-Q1	Increased	113,309	+4.0%	$4.3M	0.1%	$36.64	28
2021-Q4	Increased	108,923	+4.9%	$4.4M	0.1%	$38.31	34
2021-Q3	Increased	103,869	+4.8%	$4.1M	0.1%	$37.44	33
2021-Q2	Increased	99,156	+3.3%	$4M	0.1%	$38.06	33
2021-Q1	Increased	95,959	+7.7%	$3.7M	0.1%	$36.08	34
2020-Q4	Increased	89,127	+4.3%	$3M	0.1%	$32.14	33
2020-Q3	Increased	85,469	+0.3%	$2.3M	0.1%	$24.72	26
2020-Q2	Increased	85,243	+125.2%	$2.1M	0.1%	$23.00	42
2020-Q1	Increased	37,849	+121.1%	$755,000	0.0%	$18.61	40
2019-Q4	Increased	17,121	+13.7%	$495,000	0.0%	$26.74	27
2019-Q3	Increased	15,053	+88.0%	$402,000	0.0%	$24.57	37
2019-Q2	New	8,005	-	$216,000	0.0%	$24.86	32