Ep Wealth Advisors, LLC Ishares Msci Acwi Ex Us ETF Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Msci Acwi Ex Us ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,738 shares of ACWX stock, worth $180,324. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,738
Previous 1,845 48.4%
Holding current value
$180,324
Previous $102,000 62.75%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$49.48 - $61.22 $44,185 - $54,669
893 Added 48.4%
2,738 $166,000
Q1 2025

May 15, 2025
BUY
$51.39 - $57.43 $94,814 - $105,958
1,845 New
1,845 $102,000
Q3 2024

Nov 14, 2024
BUY
$50.99 - $57.81 $113,452 - $128,627
2,225 New
2,225 $127,000
Q2 2022

Aug 11, 2022
SELL
$44.36 - $53.2 $530,102 - $635,740
-11,950 Reduced 82.7%
2,500 $113,000
Q1 2022

May 20, 2022
BUY
$48.26 - $56.7 $697,357 - $819,315
14,450 New
14,450 $755,000

Others Institutions Holding ACWX

# of Institutions
595
Shares Held
71M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI ACWI EX US ETF

ACWX Quotes by TradingView
  • Ticker ACWX
  • Sector ETFs
  • Industry ETFs
More about ACWX
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