EWA
EverSource Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
45,554
+3,748
| +9% | +$129K | 0.07% | 195 |
|
|
2025
Q1 | $1.3M | Sell |
41,806
-17,860
| -30% | -$554K | 0.07% | 208 |
|
|
2024
Q4 | $1.63M | Sell |
59,666
-57,776
| -49% | -$1.58M | 0.09% | 171 |
|
|
2024
Q3 | $3.55M | Buy |
117,442
+26
| +0% | +$786 | 0.22% | 96 |
|
|
2024
Q2 | $3.4M | Buy |
117,416
+2,280
| +2% | +$66.1K | 0.23% | 96 |
|
|
2024
Q1 | $3.2M | Buy |
115,136
+7,423
| +7% | +$206K | 0.25% | 92 |
|
|
2023
Q4 | $3.01M | Sell |
107,713
-16,675
| -13% | -$467K | 0.28% | 85 |
|
|
2023
Q3 | $3.16M | Sell |
124,388
-1,435
| -1% | -$36.4K | 0.34% | 75 |
|
|
2023
Q2 | $3.31M | Buy |
125,823
+3,529
| +3% | +$92.9K | 0.37% | 72 |
|
|
2023
Q1 | $3.36M | Sell |
122,294
-1,643
| -1% | -$45.2K | 0.42% | 63 |
|
|
2022
Q4 | $3.37M | Buy |
123,937
+58,128
| +88% | +$1.58M | 0.51% | 51 |
|
|
2022
Q3 | $1.48M | Sell |
65,809
-14,689
| -18% | -$331K | 0.34% | 54 |
|
|
2022
Q2 | $2.19M | Buy |
80,498
+19,137
| +31% | +$520K | 0.56% | 35 |
|
|
2022
Q1 | $1.95M | Buy |
61,361
+12,005
| +24% | +$381K | 0.49% | 41 |
|
|
2021
Q4 | $1.54M | Buy |
+49,356
| New | +$1.54M | 0.43% | 45 |
|