ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 3,542 Value ($000) $334 Avg Close — Range —
Q3 2025
Shares 3,534 Value ($000) $336 Avg Close — Range —
Q2 2025
Shares 723 Value ($000) $68 Avg Close — Range —
Q1 2025
Shares 727 Value ($000) $68 Avg Close — Range —
Q4 2024
Shares 1,364 Value ($000) $121 Avg Close — Range —
Q3 2024
Shares 1,083 Value ($000) $99 Avg Close — Range —
Q2 2024
Shares 1,091 Value ($000) $95 Avg Close — Range —
Q1 2024
Shares 1,167 Value ($000) $94 Avg Close — Range —
Q4 2023
Shares 1,922 Value ($000) $150 Avg Close — Range —
Q3 2023
Shares 2,781 Value ($000) $201 Avg Close — Range —
Q2 2023
Shares 3,840 Value ($000) $285 Avg Close — Range —
Q1 2023
Shares 3,900 Value ($000) $284 Avg Close — Range —
Q4 2022
Shares 3,940 Value ($000) $284 Avg Close — Range —
Q3 2022
Shares 3,701 Value ($000) $244 Avg Close — Range —
Q2 2022
Shares 2,322 Value ($000) $162 Avg Close — Range —
Q1 2022
Shares 1,984 Value ($000) $154 Avg Close — Range —
Q4 2021
Shares 1,847 Value ($000) $150 Avg Close — Range —