Back to EP Wealth Advisors, LLC EP Wealth Advisors, LLC

NUSCNUSC
Showing 7 of 12 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in NUSHARES ETF TR

EP Wealth Advisors, LLC holds 109,636 shares of NUSC (NUSHARES ETF TR), worth $5.7M as of 2026-Q2. The position was increased (+3.3% shares). NUSC represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$5.7M

Current Shares

109,636

Total Value Change

+$5.4M

Total Shares Change

+102,312

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
109,636
+3.3%
$5.7M0.0%$52.12
28
2026-Q1
Increased
106,089
+1230.8%
$4.8M0.0%$47.27
43
2025-Q4
Increased
7,972
+8.9%
$355,9500.0%$45.05
26
2025-Q2
Decreased
7,318
-1.7%
$298,1350.0%$40.39
0
2025-Q1
Increased
7,446
+1.7%
$285,4800.0%$38.09
24
2024-Q4
Unchanged
7,324
0.0%
$306,7440.0%$41.38
0
2024-Q3
Decreased
7,324
-0.2%
$313,7600.0%$41.84
0

Other major holders of NUSC: BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used