EWA
QCRH icon

EverSource Wealth Advisors’s QCR Holdings QCRH Stock Holding History

EverSource Wealth Advisors’s Portfolio QCRH Stock Details QCRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.8K Buy
302
+14
+5% +$1.22K ﹤0.01% 2347
2025
Q4 		$24K Sell
288
-89
-24% -$7K ﹤0.01% 2267
2025
Q3 		$28.5K Buy
377
+47
+14% +$3.54K ﹤0.01% 2099
2025
Q2 		$22.4K Buy
330
+294
+817% +$19.7K ﹤0.01% 2206
2025
Q1 		$2.57K Buy
36
+26
+260% +$1.98K ﹤0.01% 2811
2024
Q4 		$807 Buy
10
+9
+900% +$756 ﹤0.01% 3038
2024
Q3 		$74 Hold
1
– – ﹤0.01% 2992
2024
Q2 		$76 Hold
1
– – ﹤0.01% 3004
2024
Q1 		$55 Hold
1
– – ﹤0.01% 2851
2023
Q4 		$58 Hold
1
– – ﹤0.01% 2609
2023
Q3 		$49 Hold
1
– – ﹤0.01% 2468
2023
Q2 		$41 Hold
1
– – ﹤0.01% 2466
2023
Q1 		$44 Buy
+1
New +$50 ﹤0.01% 2353

Other funds holding QCRH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return