EWA
MCI

EverSource Wealth Advisors’s Barings Corporate Investors MCI Stock Holding History

EverSource Wealth Advisors’s Portfolio MCI Stock Details MCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-328
Closed -$7.1K – 4417
2025
Q2 		$7.1K Hold
328
– – ﹤0.01% 2998
2025
Q1 		$7.69K Sell
328
-49
-13% -$1.03K ﹤0.01% 2268
2024
Q4 		$7.68K Hold
377
– – ﹤0.01% 2139
2024
Q3 		$7.51K Hold
377
– – ﹤0.01% 2025
2024
Q2 		$7.08K Buy
377
+328
+669% +$5.85K ﹤0.01% 2056
2024
Q1 		$888 Hold
49
– – ﹤0.01% 2620
2023
Q4 		$903 Hold
49
– – ﹤0.01% 2424
2023
Q3 		$781 Hold
49
– – ﹤0.01% 2307
2023
Q2 		$730 Hold
49
– – ﹤0.01% 2288
2023
Q1 		$693 Hold
49
– – ﹤0.01% 2175
2022
Q4 		$684 Sell
49
-769
-94% -$10.4K ﹤0.01% 2161
2022
Q3 		$11K Hold
818
– – ﹤0.01% 1102
2022
Q2 		$11K Hold
818
– – ﹤0.01% 1010
2022
Q1 		$12K Sell
818
-162
-17% -$2.52K ﹤0.01% 910
2021
Q4 		$16K Buy
+980
New +$15.6K ﹤0.01% 775

Other funds holding MCI

BIA
BHK Investment Advisors Birmingham, Alabama $299M AUM 13.28% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $583M AUM 17.29% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EverSource Wealth Advisors's MCI Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Barings Corporate Investors (MCI) in Q3 2025, closing a stake of 328 shares — an estimated $7.1K sold.

EverSource Wealth Advisors first reported a position in MCI in Q4 2021 and held it in 15 quarters. The position peaked at $16K in Q4 2021. 66 funds tracked by Wall St. Rank hold MCI as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining Barings Corporate Investors position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 328 Barings Corporate Investors shares in Q3 2025, an estimated $7.1K.
  • EverSource Wealth Advisors first reported a position in Barings Corporate Investors in Q4 2021 and held it in 15 quarters.
  • EverSource Wealth Advisors's Barings Corporate Investors position peaked at $16K in Q4 2021.
  • 66 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.