EverSource Wealth Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
10,321
+677
| +7% | +$22.3K | 0.02% | 612 |
|
|
2025
Q1 | $292K | Sell |
9,644
-1,301
| -12% | -$39.4K | 0.02% | 537 |
|
|
2024
Q4 | $297K | Buy |
10,945
+1,297
| +13% | +$35.2K | 0.02% | 508 |
|
|
2024
Q3 | $285K | Sell |
9,648
-193
| -2% | -$5.7K | 0.02% | 460 |
|
|
2024
Q2 | $281K | Sell |
9,841
-3,859
| -28% | -$110K | 0.02% | 457 |
|
|
2024
Q1 | $381K | Sell |
13,700
-37
| -0.3% | -$1.03K | 0.03% | 328 |
|
|
2023
Q4 | $364K | Sell |
13,737
-4,526
| -25% | -$120K | 0.03% | 302 |
|
|
2023
Q3 | $463K | Buy |
18,263
+2,471
| +16% | +$62.7K | 0.05% | 239 |
|
|
2023
Q2 | $402K | Sell |
15,792
-1,477
| -9% | -$37.6K | 0.04% | 259 |
|
|
2023
Q1 | $428K | Sell |
17,269
-1,681
| -9% | -$41.7K | 0.05% | 241 |
|
|
2022
Q4 | $439K | Buy |
18,950
+471
| +3% | +$10.9K | 0.07% | 215 |
|
|
2022
Q3 | $365K | Buy |
18,479
+13,162
| +248% | +$260K | 0.08% | 208 |
|
|
2022
Q2 | $118K | Sell |
5,317
-9,492
| -64% | -$211K | 0.03% | 338 |
|
|
2022
Q1 | $377K | Buy |
14,809
+13,605
| +1,130% | +$346K | 0.1% | 183 |
|
|
2021
Q4 | $30K | Buy |
+1,204
| New | +$30K | 0.01% | 533 |
|