EWA
FM

EP Wealth Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

EP Wealth Advisors’s Portfolio FM Stock Details FM Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
2020
Q2 		$380K Sell
2020
Q1 		$942K Sell
2019
Q4 		$4.09M Sell
2019
Q3 		$5.82M Buy