EWA
MSB

EverSource Wealth Advisors’s Mesabi Trust MSB Stock Holding History

EverSource Wealth Advisors’s Portfolio MSB Stock Details MSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-345
Closed -$9.96K – 4379
2025
Q3 		$9.96K Hold
345
– – ﹤0.01% 2823
2025
Q2 		$8.27K Hold
345
– – ﹤0.01% 2937
2025
Q1 		$9.31K Hold
345
– – ﹤0.01% 2151
2024
Q4 		$9.64K Hold
345
– – ﹤0.01% 2017
2024
Q3 		$7.77K Hold
345
– – ﹤0.01% 2006
2024
Q2 		$6.03K Hold
345
– – ﹤0.01% 2142
2024
Q1 		$5.55K Hold
345
– – ﹤0.01% 2001
2023
Q4 		$7.04K Hold
345
– – ﹤0.01% 1715
2023
Q3 		$6.9K Hold
345
– – ﹤0.01% 1564
2023
Q2 		$7.04K Hold
345
– – ﹤0.01% 1591
2023
Q1 		$8.69K Hold
345
– – ﹤0.01% 1424
2022
Q4 		$6.22K Hold
345
– – ﹤0.01% 1519
2022
Q3 		$7K Hold
345
– – ﹤0.01% 1245
2022
Q2 		$8K Hold
345
– – ﹤0.01% 1116
2022
Q1 		$9K Hold
345
– – ﹤0.01% 1027
2021
Q4 		$9K Buy
+345
New +$9.23K ﹤0.01% 1006

Other funds holding MSB

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's MSB Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Mesabi Trust (MSB) in Q4 2025, closing a stake of 345 shares — an estimated $9.96K sold.

EverSource Wealth Advisors first reported a position in MSB in Q4 2021 and held it in 16 quarters. The position peaked at $9.96K in Q3 2025. 82 funds tracked by Wall St. Rank hold MSB as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Mesabi Trust position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 345 Mesabi Trust shares in Q4 2025, an estimated $9.96K.
  • EverSource Wealth Advisors first reported a position in Mesabi Trust in Q4 2021 and held it in 16 quarters.
  • EverSource Wealth Advisors's Mesabi Trust position peaked at $9.96K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held Mesabi Trust as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.