EP Wealth Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20M Buy
2025
Q1
$182K Sell
2024
Q4
$164K Buy
2024
Q3
$141K Buy
2024
Q2
$116K Buy
2024
Q1
$104K Buy