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EP Wealth Advisors’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

EP Wealth Advisors’s Portfolio SKOR Stock Details SKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,700
Closed -$272K – 1362
2024
Q4 		$272K Buy
+5,700
New +$275K ﹤0.01% 916

Other funds holding SKOR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
HTIM
Harbour Trust & Investment Management Michigan City, Indiana $943M AUM 22.21% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

EP Wealth Advisors's SKOR Position: Q1 2025 in Review

EP Wealth Advisors sold out of FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) in Q1 2025, closing a stake of 5,700 shares — an estimated $272K sold.

EP Wealth Advisors first reported a position in SKOR in Q4 2024 and held it in 1 quarter. The position peaked at $272K in Q4 2024. 57 funds tracked by Wall St. Rank hold SKOR as of Q1 2025.

  • EP Wealth Advisors reported no remaining FlexShares Credit-Scored US Corporate Bond Index Fund position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 5,700 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q1 2025, an estimated $272K.
  • EP Wealth Advisors first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q4 2024 and held it in 1 quarter.
  • EP Wealth Advisors's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $272K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.