EP Wealth Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

EP Wealth Advisors’s Portfolio ACWV Stock Details ACWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$378K	Buy
2025 Q1	$356K	Sell
2024 Q4	$348K	Sell
2024 Q3	$410K	Buy
2024 Q2	$340K	Buy
2024 Q1	$272K	Sell
2023 Q4	$268K	Sell
2023 Q3	$274K	Sell
2023 Q2	$830K	Buy
2023 Q1	$1.34M	Buy