EP Wealth Advisors’s Invesco S&P International Developed Quality ETF IDHQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.2M	Buy	+141,784	New	+$5.69M	0.02%	341

Other funds holding IDHQ

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CWM

Cedar Wealth Management Walnut Creek, California $389M AUM 25.02% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

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

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

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

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

CCM

Chaney Capital Management Lynnwood, Washington $318M AUM 20.52% 1-Year Est. Return

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

EP Wealth Advisors opened a new position in Invesco S&P International Developed Quality ETF (IDHQ) in Q2 2026: 141,784 shares worth $6.2M. The stake represents 0.02% of the portfolio and ranks #341 among its holdings.

124 funds tracked by Wall St. Rank hold IDHQ as of Q2 2026.

EP Wealth Advisors held 141,784 shares of Invesco S&P International Developed Quality ETF worth $6.2M as of Q2 2026.
Invesco S&P International Developed Quality ETF was a new EP Wealth Advisors position in Q2 2026.
Invesco S&P International Developed Quality ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #341 holding.
124 funds tracked by Wall St. Rank held Invesco S&P International Developed Quality ETF as of Q2 2026.

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