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EP Wealth Advisors’s iShares CMBS ETF CMBS Stock Holding History

EP Wealth Advisors’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,773
Closed -$138K – 647
2022
Q1 		$138K Buy
+2,773
New +$143K ﹤0.01% 610

Other funds holding CMBS

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

EP Wealth Advisors's CMBS Position: Q2 2022 in Review

EP Wealth Advisors sold out of iShares CMBS ETF (CMBS) in Q2 2022, closing a stake of 2,773 shares — an estimated $138K sold.

EP Wealth Advisors first reported a position in CMBS in Q1 2022 and held it in 1 quarter. The position peaked at $138K in Q1 2022. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2022.

  • EP Wealth Advisors reported no remaining iShares CMBS ETF position as of Q2 2022 after selling out during the quarter.
  • EP Wealth Advisors sold 2,773 iShares CMBS ETF shares in Q2 2022, an estimated $138K.
  • EP Wealth Advisors first reported a position in iShares CMBS ETF in Q1 2022 and held it in 1 quarter.
  • EP Wealth Advisors's iShares CMBS ETF position peaked at $138K in Q1 2022.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2022.

Based on EP Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.