EWA
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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
3,192
+135
+4% +$15.7K ﹤0.01% 904
2025
Q1 		$356K Sell
3,057
-126
-4% -$14.2K ﹤0.01% 834
2024
Q4 		$348K Sell
3,183
-394
-11% -$44.6K ﹤0.01% 816
2024
Q3 		$410K Buy
3,577
+326
+10% +$35.9K ﹤0.01% 750
2024
Q2 		$340K Buy
3,251
+666
+26% +$69.2K ﹤0.01% 618
2024
Q1 		$272K Sell
2,585
-90
-3% -$9.24K ﹤0.01% 660
2023
Q4 		$268K Sell
2,675
-197
-7% -$19.1K ﹤0.01% 649
2023
Q3 		$274K Sell
2,872
-30,222
-91% -$2.96M ﹤0.01% 577
2023
Q2 		$830K Buy
33,094
+19,283
+140% +$1.89M 0.01% 364
2023
Q1 		$1.34M Buy
+13,811
New +$1.32M 0.02% 269

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return