EWA
EVEX icon

EverSource Wealth Advisors’s Eve Holding EVEX Stock Holding History

EverSource Wealth Advisors’s Portfolio EVEX Stock Details EVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.44K Buy
1,386
+612
+79% +$2.09K ﹤0.01% 3439
2025
Q4 		$3.09K Buy
774
+52
+7% +$229 ﹤0.01% 3326
2025
Q3 		$2.75K Sell
722
-85
-11% -$452 ﹤0.01% 3406
2025
Q2 		$5.54K Sell
807
-106
-12% -$472 ﹤0.01% 3120
2025
Q1 		$3.03K Buy
913
+872
+2,127% +$3.77K ﹤0.01% 2729
2024
Q4 		$223 Buy
+41
New +$154 ﹤0.01% 3418
2024
Q2 		– Sell
-321
Closed -$1.73K – 3088
2024
Q1 		$1.73K Buy
+321
New +$1.96K ﹤0.01% 2428

Other funds holding EVEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
UAH
United Airlines Holdings Chicago, Illinois $211M AUM
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return