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Ishares Tr edge msci minm shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Ishares Tr edge msci minm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge msci minm held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge msci minm by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $48k 1.3k 35.69
2023-09-30 $6.2k 187 33.05

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View all positions for EverSource Wealth Advisors

Top funds holding Ishares Tr edge msci minm

Raymond James & Associates
Mercer Global Advisors
Bank of America Corporation
Raymond James Financial Services Advisors
Wealth Management Resources
Commonwealth Equity Services
UBS Group
Cambridge Investment Research Advisors
Raymond James Trust
Wade Financial Advisory
Summit Global Investments
Brickley Wealth Management
Creative Planning
Beacon Pointe Advisors
Royal Bank of Canada

View all funds holding Ishares Tr edge msci minm