EP Wealth Advisors, LLC
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1540569
TORRANCE, CA
All Filings in XJR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJR | $706,316 | 16,223 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 XJR | $1,161,326 | 27,274 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||