EWA
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EP Wealth Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

EP Wealth Advisors’s Portfolio XVV Stock Details XVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$537K Buy
+11,262
New +$537K ﹤0.01% 758