EverSource Wealth Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
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|
2025
Q1 | $292K | Sell |
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|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | $285K | Sell |
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|
2024
Q2 | $281K | Sell |
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|
2024
Q1 | $381K | Sell |
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|
2023
Q4 | $364K | Sell |
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|
2023
Q3 | $463K | Buy |
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|
2023
Q2 | $402K | Sell |
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|
2023
Q1 | $428K | Sell |
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|
2022
Q4 | $439K | Buy |
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|
2022
Q3 | $365K | Buy |
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|
2022
Q2 | $118K | Sell |
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|
2022
Q1 | $377K | Buy |
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|
2021
Q4 | $30K | Buy |
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