EP Wealth Advisors’s Select STOXX Europe Aerospace & Defense ETF EUAD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$290K	Buy	+6,874	New	+$284K	﹤0.01%	1319

Other funds holding EUAD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

EP Wealth Advisors opened a new position in Select STOXX Europe Aerospace & Defense ETF (EUAD) in Q2 2026: 6,874 shares worth $290K. The stake represents ﹤0.01% of the portfolio and ranks #1319 among its holdings.

180 funds tracked by Wall St. Rank hold EUAD as of Q2 2026.

EP Wealth Advisors held 6,874 shares of Select STOXX Europe Aerospace & Defense ETF worth $290K as of Q2 2026.
Select STOXX Europe Aerospace & Defense ETF was a new EP Wealth Advisors position in Q2 2026.
Select STOXX Europe Aerospace & Defense ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1319 holding.
180 funds tracked by Wall St. Rank held Select STOXX Europe Aerospace & Defense ETF as of Q2 2026.

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