EP Wealth Advisors’s Global X MSCI SuperDividend EAFE ETF EFAS Stock Holding History

EP Wealth Advisors’s Portfolio EFAS Stock Details EFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$128K	Buy	+6,000	New	+$131K	﹤0.01%	1619

Other funds holding EFAS

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

EP Wealth Advisors's EFAS Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Global X MSCI SuperDividend EAFE ETF (EFAS) in Q2 2026: 6,000 shares worth $128K. The stake represents ﹤0.01% of the portfolio and ranks #1619 among its holdings.

22 funds tracked by Wall St. Rank hold EFAS as of Q2 2026.

EP Wealth Advisors held 6,000 shares of Global X MSCI SuperDividend EAFE ETF worth $128K as of Q2 2026.
Global X MSCI SuperDividend EAFE ETF was a new EP Wealth Advisors position in Q2 2026.
Global X MSCI SuperDividend EAFE ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1619 holding.
22 funds tracked by Wall St. Rank held Global X MSCI SuperDividend EAFE ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.