ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

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

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

Q4 2025
Shares 4,040 Value ($000) $460 Avg Close — Range —
Q3 2025
Shares 5,254 Value ($000) $598 Avg Close — Range —
Q2 2025
Shares 9,005 Value ($000) $1,009 Avg Close — Range —
Q1 2025
Shares 9,830 Value ($000) $983 Avg Close — Range —
Q4 2024
Shares 9,397 Value ($000) $910 Avg Close — Range —
Q3 2024
Shares 6,898 Value ($000) $743 Avg Close — Range —
Q2 2024
Shares 9,738 Value ($000) $1,007 Avg Close — Range —
Q1 2024
Shares 5,493 Value ($000) $543 Avg Close — Range —
Q4 2023
Shares 5,314 Value ($000) $515 Avg Close — Range —
Q3 2023
Shares 7,148 Value ($000) $617 Avg Close — Range —
Q2 2023
Shares 9,933 Value ($000) $948 Avg Close — Range —
Q1 2023
Shares 9,931 Value ($000) $930 Avg Close — Range —
Q4 2022
Shares 6,314 Value ($000) $529 Avg Close — Range —
Q3 2022
Shares 6,365 Value ($000) $462 Avg Close — Range —
Q2 2022
Shares 5,527 Value ($000) $445 Avg Close — Range —
Q1 2022
Shares 5,347 Value ($000) $515 Avg Close — Range —
Q4 2021
Shares 6,790 Value ($000) $749 Avg Close — Range —