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EP Wealth Advisors, LLC
EP Wealth Advisors, LLC
XJR3 quarters
Position history for EP Wealth Advisors, LLC's holdings in ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF
EP Wealth Advisors, LLC holds 13,437 shares of XJR (ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF), worth $708,748 as of 2026-Q2. The position was decreased (-17.2% shares). XJR represents 0.0% of EP Wealth Advisors, LLC's portfolio.
Current Value
$708,748
Current Shares
13,437
Total Value Change
-$452,579
Total Shares Change
-13,837
Quarter-by-Quarter History
Other major holders of XJR: BANK OF AMERICA CORP /DE/, KEYBANK NATIONAL ASSOCIATION/OH, Focus Partners Wealth