ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 1,292 Value ($000) $323 Avg Close — Range —
Q3 2025
Shares 923 Value ($000) $237 Avg Close — Range —
Q2 2025
Shares 1,715 Value ($000) $412 Avg Close — Range —
Q1 2025
Shares 2,211 Value ($000) $447 Avg Close — Range —
Q4 2024
Shares 778 Value ($000) $161 Avg Close — Range —
Q3 2024
Shares 67 Value ($000) $14 Avg Close — Range —
Q2 2024
Shares 68 Value ($000) $13 Avg Close — Range —
Q1 2024
Shares 66 Value ($000) $12 Avg Close — Range —
Q4 2023
Shares 127 Value ($000) $20 Avg Close — Range —
Q3 2023
Shares 196 Value ($000) $27 Avg Close — Range —
Q2 2023
Shares 130 Value ($000) $19 Avg Close — Range —
Q1 2023
Shares 136 Value ($000) $19 Avg Close — Range —
Q4 2022
Shares 1,656 Value ($000) $242 Avg Close — Range —
Q3 2022
Shares 71 Value ($000) $9 Avg Close — Range —
Q1 2022
Shares 100 Value ($000) $17 Avg Close — Range —
Q4 2021
Shares 4 Value ($000) $1 Avg Close — Range —