EverSource Wealth Advisors’s Itaú Unibanco ITUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$79.1K	Buy	9,441 +1,306	+16%	+$10.9K	﹤0.01%	1574
2025 Q4	$58.2K	Buy	8,135 +1,137	+16%	+$8.09K	﹤0.01%	1642
2025 Q3	$49.9K	Sell	6,998 -177	-2%	-$1.17K	﹤0.01%	1715
2025 Q2	$47.3K	Buy	7,175 +5,516	+332%	+$33.6K	﹤0.01%	1646
2025 Q1	$8.86K	Sell	1,659 -647	-28%	-$3.26K	﹤0.01%	2173
2024 Q4	$10.1K	Sell	2,306 -719	-24%	-$3.7K	﹤0.01%	1989
2024 Q3	$17.8K	Buy	3,025 +195	+7%	+$1.1K	﹤0.01%	1552
2024 Q2	$15K	Buy	2,830 +101	+4%	+$553	﹤0.01%	1648
2024 Q1	$14.6K	Buy	2,729 +124	+5%	+$746	﹤0.01%	1513
2023 Q4	$16K	Buy	2,605 +387	+17%	+$2.05K	﹤0.01%	1343
2023 Q3	$10.5K	Buy	2,218 +103	+5%	+$514	﹤0.01%	1403
2023 Q2	$11K	Buy	2,115 +474	+29%	+$2.24K	﹤0.01%	1392
2023 Q1	$7.05K	Buy	1,641 +1,408	+604%	+$5.97K	﹤0.01%	1517
2022 Q4	$970	Buy	+233	New	+$1.06K	﹤0.01%	2095

Other funds holding ITUB

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Arrowstreet Capital

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return