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EP Wealth Advisors’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

EP Wealth Advisors’s Portfolio CWI Stock Details CWI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$223K Buy
6,818
+88
+1% +$2.87K ﹤0.01% 1192
2025
Q1 		$199K Buy
+6,730
New +$199K ﹤0.01% 1136