ISHARES TR

Ticker: USXF CUSIP: 46436E767 Class: ESG MSCI USA ETF

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

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

Q4 2025
Shares 7,942 Value ($000) $457 Avg Close — Range —
Q3 2025
Shares 7,632 Value ($000) $437 Avg Close — Range —
Q2 2025
Shares 10,187 Value ($000) $549 Avg Close — Range —
Q1 2025
Shares 14,751 Value ($000) $688 Avg Close — Range —
Q4 2024
Shares 16,643 Value ($000) $827 Avg Close — Range —
Q3 2024
Shares 15,106 Value ($000) $741 Avg Close — Range —
Q2 2024
Shares 14,711 Value ($000) $695 Avg Close — Range —
Q1 2024
Shares 2,110 Value ($000) $90 Avg Close — Range —
Q4 2023
Shares 2,117 Value ($000) $84 Avg Close — Range —
Q3 2023
Shares 2,117 Value ($000) $73 Avg Close — Range —
Q2 2023
Shares 2,167 Value ($000) $78 Avg Close — Range —
Q1 2023
Shares 2,167 Value ($000) $72 Avg Close — Range —
Q4 2022
Shares 2,213 Value ($000) $68 Avg Close — Range —
Q3 2022
Shares 8,176 Value ($000) $229 Avg Close — Range —
Q2 2022
Shares 8,532 Value ($000) $255 Avg Close — Range —
Q1 2022
Shares 10,428 Value ($000) $372 Avg Close — Range —
Q4 2021
Shares 10,641 Value ($000) $420 Avg Close — Range —