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EP Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

EP Wealth Advisors’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,640
Closed -$356K – 660
2021
Q4 		$356K Buy
+11,640
New +$356K 0.01% 432