EP Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,100	Closed	-$130K	–	851
2023 Q4	$130K	Buy	+3,100	New	+$111K	﹤0.01%	758
2018 Q4	–	Sell	-13,813	Closed	-$677K	–	279
2018 Q3	$677K	Sell	13,813 -1,794	-11%	-$91.7K	0.05%	152
2018 Q2	$767K	Sell	15,607 -522	-3%	-$26.7K	0.07%	100
2018 Q1	$812K	Sell	16,129 -7,085	-31%	-$370K	0.08%	107
2017 Q4	$1.14M	Sell	23,214 -5,990	-21%	-$287K	0.12%	73
2017 Q3	$1.38M	Sell	29,204 -11,766	-29%	-$532K	0.16%	69
2017 Q2	$1.87M	Buy	+40,970	New	+$1.82M	0.23%	69

Other funds holding IAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EP Wealth Advisors's IAT Position: Q1 2024 in Review

EP Wealth Advisors sold out of iShares US Regional Banks ETF (IAT) in Q1 2024, closing a stake of 3,100 shares — an estimated $130K sold.

EP Wealth Advisors first reported a position in IAT in Q2 2017 and held it in 7 quarters. The position peaked at $1.87M in Q2 2017. 159 funds tracked by Wall St. Rank hold IAT as of Q1 2024.

EP Wealth Advisors reported no remaining iShares US Regional Banks ETF position as of Q1 2024 after selling out during the quarter.
EP Wealth Advisors sold 3,100 iShares US Regional Banks ETF shares in Q1 2024, an estimated $130K.
EP Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q2 2017 and held it in 7 quarters.
EP Wealth Advisors's iShares US Regional Banks ETF position peaked at $1.87M in Q2 2017.
159 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2024.

Based on EP Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.