EPP — ISHARES INC

Ownership history in Spire Wealth Management  ·  5 quarters on record

This page tracks every 13F SEC filing in which Spire Wealth Management reported a position in ISHARES INC (EPP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 157 +11 +7.5% 0.00% $8K $50.50
2022 Q1 REDUCED 146 -59 -28.8% 0.00% $7K $41.99
2021 Q4 ADDED 205 +59 +40.4% 0.00% $10K $40.74
2021 Q3 UNCHANGED 146 — 0% 0.00% $7K $40.29
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% of Fund (quarterly)    EPP price (monthly, adj. close)

Other funds also holding EPP

As of 2025 Q4 — sorted by position size

METLIFE INC 3Y 7Y 3.55% Cordoba Advisory Partners LLC 0.98% Sharper & Granite LLC 3Y 0.8% TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3Y 0.73% swisspartners Advisors Ltd 3Y 0.64% Stelac Advisory Services LLC 3Y 7Y 0.63% AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3Y 0.55% Integris Wealth Management, LLC 3Y 0.42% BTG Pactual Asset Management US LLC 0.39% SYON CAPITAL LLC 0.38%
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