ISHARES TR

Ticker: EFV CUSIP: 464288877 Class: EAFE VALUE ETF

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 50,130 Value ($000) $3,580 Avg Close — Range —
Q3 2025
Shares 53,779 Value ($000) $3,648 Avg Close — Range —
Q2 2025
Shares 52,445 Value ($000) $3,329 Avg Close — Range —
Q1 2025
Shares 47,943 Value ($000) $2,826 Avg Close — Range —
Q4 2024
Shares 45,163 Value ($000) $2,370 Avg Close — Range —
Q3 2024
Shares 40,061 Value ($000) $2,305 Avg Close — Range —
Q2 2024
Shares 41,971 Value ($000) $2,317 Avg Close — Range —
Q1 2024
Shares 40,186 Value ($000) $2,149 Avg Close — Range —
Q4 2023
Shares 43,543 Value ($000) $2,269 Avg Close — Range —
Q3 2023
Shares 42,850 Value ($000) $2,097 Avg Close — Range —
Q2 2023
Shares 40,018 Value ($000) $1,958 Avg Close — Range —
Q1 2023
Shares 39,600 Value ($000) $1,922 Avg Close — Range —
Q4 2022
Shares 44,125 Value ($000) $2,024 Avg Close — Range —
Q3 2022
Shares 41,192 Value ($000) $1,587 Avg Close — Range —
Q2 2022
Shares 48,139 Value ($000) $2,089 Avg Close — Range —
Q1 2022
Shares 40,875 Value ($000) $2,054 Avg Close — Range —
Q4 2021
Shares 44,173 Value ($000) $2,227 Avg Close — Range —