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EP Wealth Advisors’s SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

EP Wealth Advisors’s Portfolio QUS Stock Details QUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$605K Sell
3,712
-466
-11% -$76K ﹤0.01% 712
2025
Q1 		$655K Buy
+4,178
New +$655K 0.01% 616