EverSource Wealth Advisors’s Betterware México BWMX Stock Holding History

EverSource Wealth Advisors’s Portfolio BWMX Stock Details BWMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.38K	Sell	188 -188	-50%	-$3.29K	﹤0.01%	3476
2026 Q1	$6.34K	Buy	376 +188	+100%	+$3.3K	﹤0.01%	3155
2025 Q4	$2.67K	Sell	188 -79	-30%	-$1.09K	﹤0.01%	3393
2025 Q3	$3.59K	Buy	267 +6	+2%	+$73	﹤0.01%	3292
2025 Q2	$2.26K	Buy	261 +91	+54%	+$849	﹤0.01%	3472
2025 Q1	$1.93K	Sell	170 -29	-15%	-$329	﹤0.01%	2947
2024 Q4	$2.23K	Sell	199 -277	-58%	-$3.39K	﹤0.01%	2673
2024 Q3	$6.04K	Buy	476 +52	+12%	+$729	﹤0.01%	2148
2024 Q2	$6.36K	Buy	424 +106	+33%	+$1.84K	﹤0.01%	2119
2024 Q1	$5.35K	Buy	318 +264	+489%	+$4.06K	﹤0.01%	2025
2023 Q4	$753	Buy	+54	New	+$788	﹤0.01%	2448

Other funds holding BWMX

MIA

MMBG Investment Advisors Miami, Florida $1.26B AUM 39.48% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

EverSource Wealth Advisors's BWMX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Betterware México (BWMX) stake by 50% in Q2 2026, selling an estimated $3.29K and leaving 188 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3476.

EverSource Wealth Advisors first reported a position in BWMX in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.36K in Q2 2024. 46 funds tracked by Wall St. Rank hold BWMX as of Q2 2026.

EverSource Wealth Advisors held 188 shares of Betterware México worth $3.38K as of Q2 2026.
EverSource Wealth Advisors sold 188 Betterware México shares in Q2 2026, an estimated $3.29K.
Betterware México made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3476 holding.
EverSource Wealth Advisors first reported a position in Betterware México in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Betterware México position peaked at $6.36K in Q2 2024.
46 funds tracked by Wall St. Rank held Betterware México as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.