EP Wealth Advisors’s State Street Nuveen Municipal Bond ESG ETF MBNE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$220K	Buy	+7,618	New	+$223K	﹤0.01%	1357

Other funds holding MBNE

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OIS

Okabena Investment Services Minneapolis, Minnesota $519M AUM 23.2% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

EP Wealth Advisors's MBNE Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in State Street Nuveen Municipal Bond ESG ETF (MBNE) in Q1 2026: 7,618 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1357 among its holdings.

9 funds tracked by Wall St. Rank hold MBNE as of Q1 2026.

EP Wealth Advisors held 7,618 shares of State Street Nuveen Municipal Bond ESG ETF worth $220K as of Q1 2026.
State Street Nuveen Municipal Bond ESG ETF was a new EP Wealth Advisors position in Q1 2026.
State Street Nuveen Municipal Bond ESG ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1357 holding.
9 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ESG ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.