EverSource Wealth Advisors’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,009	Closed	-$55K	–	2406
2022 Q4	$55K	Buy	1,009 +425	+73%	+$24K	0.01%	728
2022 Q3	$33K	Buy	584 +255	+78%	+$14.7K	0.01%	742
2022 Q2	$20K	Sell	329 -565	-63%	-$36.1K	0.01%	823
2022 Q1	$54K	Buy	894 +181	+25%	+$10.2K	0.01%	453
2021 Q4	$35K	Buy	+713	New	+$40.6K	0.01%	494

Other funds holding CMDY

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

SAF

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

DCM

Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EverSource Wealth Advisors's CMDY Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q1 2023, closing a stake of 1,009 shares — an estimated $55K sold.

EverSource Wealth Advisors first reported a position in CMDY in Q4 2021 and held it in 5 quarters. The position peaked at $55K in Q4 2022. 56 funds tracked by Wall St. Rank hold CMDY as of Q1 2023.

EverSource Wealth Advisors reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q1 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 1,009 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q1 2023, an estimated $55K.
EverSource Wealth Advisors first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q4 2021 and held it in 5 quarters.
EverSource Wealth Advisors's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $55K in Q4 2022.
56 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.