iShares MSCI Emerging Markets Indx shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares MSCI Emerging Markets Indx (EEM) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares MSCI Emerging Markets Indx
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Quarterly reported holdings in iShares MSCI Emerging Markets Indx by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.9M | 98k | 40.21 |
| 2023-09-30 | $3.7M | 98k | 37.95 |
| 2023-06-30 | $3.9M | 14k | 277.43 |
| 2023-03-31 | $927k | 9.7k | 95.67 |
| 2022-12-31 | $3.8M | 99k | 37.90 |
| 2022-09-30 | $4.0M | 116k | 34.88 |
| 2022-06-30 | $5.6M | 139k | 40.10 |
| 2022-03-31 | $5.6M | 125k | 45.15 |
| 2021-12-31 | $6.9M | 141k | 48.85 |
| 2021-09-30 | $6.0M | 3.2k | 1886.95 |
| 2021-06-30 | $6.6M | 120k | 55.15 |
| 2021-03-31 | $6.4M | 120k | 53.34 |
| 2020-12-31 | $4.2M | 80k | 51.67 |
| 2020-09-30 | $3.6M | 81k | 44.08 |
| 2020-06-30 | $3.5M | 87k | 39.99 |
| 2020-03-31 | $3.4M | 99k | 34.13 |
| 2019-12-31 | $3.4M | 76k | 44.87 |
| 2019-09-30 | $952k | 23k | 40.86 |
| 2019-06-30 | $642k | 15k | 42.92 |
| 2019-03-31 | $582k | 14k | 42.93 |
| 2018-12-31 | $680k | 17k | 39.04 |
| 2018-09-30 | $406k | 9.5k | 42.89 |
| 2014-12-31 | $271k | 6.9k | 39.33 |
| 2014-03-31 | $208k | 5.1k | 40.98 |
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