EWA
DJCI

EP Wealth Advisors’s ETRACS Linked to the Bloomberg Commodity Index Total Return due October 31, 2039 DJCI Stock Holding History

EP Wealth Advisors’s Portfolio DJCI Stock Details DJCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-422,674
Closed -$6.41M – 449
2019
Q4 		$6.41M Buy
+422,674
New +$6.41M 0.26% 75