EP Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$167K	Buy
2025 Q1	$102K	Buy
2024 Q4	–	Sell
2024 Q3	$127K	Buy
2022 Q3	–	Sell
2022 Q2	$113K	Sell
2022 Q1	$755K	Buy