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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
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,773
Closed -$138K – 647
2022
Q1 		$138K Buy
+2,773
New +$138K ﹤0.01% 610