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 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 $1.09B AUM 30.96% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

QFA

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

EverSource Wealth Advisors's BWMX Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Betterware México (BWMX) stake by 100% in Q1 2026, buying an estimated $3.3K and bringing the position to 376 shares worth $6.34K. The position accounts for ﹤0.01% of the portfolio, ranked #3155.

EverSource Wealth Advisors first reported a position in BWMX in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.36K in Q2 2024. 46 funds tracked by Wall St. Rank hold BWMX as of Q1 2026.

EverSource Wealth Advisors held 376 shares of Betterware México worth $6.34K as of Q1 2026.
EverSource Wealth Advisors bought 188 Betterware México shares in Q1 2026, an estimated $3.3K.
Betterware México made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3155 holding.
EverSource Wealth Advisors first reported a position in Betterware México in Q4 2023 and has held it in 10 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 Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.