EP Wealth Advisors, LLC
Position in IEUS — iShares MSCI Europe Small-Cap ETF
CIK 1540569
TORRANCE, CA
Position in IEUS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,581,102
+$65,794 QoQ
Shares Held
22,845
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#7
of 31 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IEUS Over Time
Shares Held
Position Value (USD)
All Filings in IEUS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,581,102 | 22,845 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,515,308 | 22,845 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,565,796 | 22,845 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,533,356 | 22,845 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,309,475 | 22,845 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,225,634 | 22,845 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,382,350 | 22,845 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||