EP Wealth Advisors’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-17,105	Closed	-$174K	–	868
2023 Q4	$174K	Buy	17,105 +163	+1%	+$1.52K	﹤0.01%	734
2023 Q3	$145K	Sell	16,942 -35,754	-68%	-$343K	﹤0.01%	701
2023 Q2	$164K	Buy	+52,696	New	+$569K	﹤0.01%	663

Other funds holding SLVP

FCG

Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EP Wealth Advisors's SLVP Position: Q1 2024 in Review

EP Wealth Advisors sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q1 2024, closing a stake of 17,105 shares — an estimated $174K sold.

EP Wealth Advisors first reported a position in SLVP in Q2 2023 and held it in 3 quarters. The position peaked at $174K in Q4 2023. 48 funds tracked by Wall St. Rank hold SLVP as of Q1 2024.

EP Wealth Advisors reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q1 2024 after selling out during the quarter.
EP Wealth Advisors sold 17,105 iShares MSCI Global Silver and Metals Miners ETF shares in Q1 2024, an estimated $174K.
EP Wealth Advisors first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q2 2023 and held it in 3 quarters.
EP Wealth Advisors's iShares MSCI Global Silver and Metals Miners ETF position peaked at $174K in Q4 2023.
48 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q1 2024.

Based on EP Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.