EverSource Wealth Advisors’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$81	Hold	3	–	–	﹤0.01%	4327
2026 Q1	$90	Sell	3 -1	-25%	-$29	﹤0.01%	4285
2025 Q4	$92	Buy	4 +1	+33%	+$26	﹤0.01%	4113
2025 Q3	$93	Sell	3 -1	-25%	-$26	﹤0.01%	4207
2025 Q2	$106	Hold	4	–	–	﹤0.01%	4122
2025 Q1	$118	Sell	4 -72	-95%	-$1.88K	﹤0.01%	3802
2024 Q4	$1.93K	Buy	76 +51	+204%	+$1.33K	﹤0.01%	2722
2024 Q3	$645	Sell	25 -1	-4%	-$26	﹤0.01%	2815
2024 Q2	$703	Buy	26 +10	+63%	+$273	﹤0.01%	2809
2024 Q1	$437	Sell	16 -19	-54%	-$490	﹤0.01%	2753
2023 Q4	$869	Buy	35 +2	+6%	+$55	﹤0.01%	2429
2023 Q3	$962	Hold	33	–	–	﹤0.01%	2240
2023 Q2	$858	Sell	33 -5	-13%	-$132	﹤0.01%	2267
2023 Q1	$1.03K	Sell	38 -2,083	-98%	-$56.8K	﹤0.01%	2109
2022 Q4	$59.8K	Sell	2,121 -250	-11%	-$8.91K	0.01%	695
2022 Q3	$85K	Sell	2,371 -518	-18%	-$19.9K	0.02%	474
2022 Q2	$118K	Sell	2,889 -1,673	-37%	-$71K	0.03%	337
2022 Q1	$182K	Buy	4,562 +2,286	+100%	+$82.9K	0.05%	261
2021 Q4	$71K	Buy	+2,276	New	+$80.6K	0.02%	360

Other funds holding COMT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VWM

VCI Wealth Management St Louis, Missouri $399M AUM 23.33% 1-Year Est. Return

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

EverSource Wealth Advisors held its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) position steady in Q2 2026 at 3 shares worth $81. The position accounts for ﹤0.01% of the portfolio, ranked #4327.

EverSource Wealth Advisors first reported a position in COMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $182K in Q1 2022. 162 funds tracked by Wall St. Rank hold COMT as of Q2 2026.

EverSource Wealth Advisors held 3 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $81 as of Q2 2026.
EverSource Wealth Advisors left its iShares GSCI Commodity Dynamic Roll Strategy ETF share count unchanged in Q2 2026.
iShares GSCI Commodity Dynamic Roll Strategy ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4327 holding.
EverSource Wealth Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $182K in Q1 2022.
162 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2026.

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