EP Wealth Advisors’s iShares MSCI Italy ETF EWI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$102K	Buy	+1,723	New	+$100K	﹤0.01%	1671

Other funds holding EWI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

EP Wealth Advisors opened a new position in iShares MSCI Italy ETF (EWI) in Q2 2026: 1,723 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #1671 among its holdings.

109 funds tracked by Wall St. Rank hold EWI as of Q2 2026.

EP Wealth Advisors held 1,723 shares of iShares MSCI Italy ETF worth $102K as of Q2 2026.
iShares MSCI Italy ETF was a new EP Wealth Advisors position in Q2 2026.
iShares MSCI Italy ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1671 holding.
109 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q2 2026.

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