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USMCUSMC
7 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in PRINCIPAL U.S. MEGA-CAP ETF

EP Wealth Advisors, LLC holds 130,890 shares of USMC (PRINCIPAL U.S. MEGA-CAP ETF), worth $9.7M as of 2026-Q2. The position was increased (+1.4% shares). USMC represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$9.7M

Current Shares

130,890

Total Value Change

+$2.2M

Total Shares Change

-520

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
130,890
+1.4%
$9.7M0.0%$73.99
28
2026-Q1
Decreased
129,107
-3.3%
$8.3M0.0%$66.80
0
2025-Q4
Increased
133,476
+0.2%
$9.1M0.0%$68.89
28
2025-Q2
Increased
133,231
+2.0%
$8.3M0.1%$61.78
28
2025-Q1
Increased
130,569
+1.6%
$7.4M0.1%$56.11
28
2024-Q4
Decreased
128,565
-2.2%
$7.7M0.1%$59.64
0
2024-Q3
New
131,410
-
$7.5M0.1%$55.95
38

Other major holders of USMC: PRINCIPAL FINANCIAL GROUP INC

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