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EP Wealth Advisors’s iShares MSCI Denmark ETF EDEN Stock Holding History

EP Wealth Advisors’s Portfolio EDEN Stock Details EDEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$210K Sell
1,849
-397
-18% -$43.4K ﹤0.01% 1225
2025
Q1 		$233K Sell
2,246
-159
-7% -$17.2K ﹤0.01% 1055
2024
Q4 		$256K Sell
2,405
-32
-1% -$3.73K ﹤0.01% 940
2024
Q3 		$310K Buy
+2,437
New +$311K ﹤0.01% 845

Other funds holding EDEN

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
ITB
Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

EP Wealth Advisors's EDEN Position: Q2 2025 in Review

EP Wealth Advisors reduced its iShares MSCI Denmark ETF (EDEN) stake by 18% in Q2 2025, selling an estimated $43.4K and leaving 1,849 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

EP Wealth Advisors first reported a position in EDEN in Q3 2024 and has held it in 4 quarters since. The position peaked at $310K in Q3 2024. 42 funds tracked by Wall St. Rank hold EDEN as of Q2 2025.

  • EP Wealth Advisors held 1,849 shares of iShares MSCI Denmark ETF worth $210K as of Q2 2025.
  • EP Wealth Advisors sold 397 iShares MSCI Denmark ETF shares in Q2 2025, an estimated $43.4K.
  • iShares MSCI Denmark ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1225 holding.
  • EP Wealth Advisors first reported a position in iShares MSCI Denmark ETF in Q3 2024 and has held it in 4 quarters since.
  • EP Wealth Advisors's iShares MSCI Denmark ETF position peaked at $310K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held iShares MSCI Denmark ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.