EWA
RWT

EverSource Wealth Advisors’s Redwood Trust RWT Stock Holding History

EverSource Wealth Advisors’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.32K Buy
1,127
+460
+69% +$2.67K ﹤0.01% 3158
2025
Q4 		$3.69K Sell
667
-448
-40% -$2.46K ﹤0.01% 3242
2025
Q3 		$6.46K Buy
1,115
+29
+3% +$173 ﹤0.01% 3033
2025
Q2 		$6.42K Buy
1,086
+820
+308% +$4.66K ﹤0.01% 3048
2025
Q1 		$1.61K Sell
266
-137
-34% -$878 ﹤0.01% 3020
2024
Q4 		$2.63K Buy
403
+257
+176% +$1.85K ﹤0.01% 2611
2024
Q3 		$1.13K Hold
146
– – ﹤0.01% 2702
2024
Q2 		$1.06K Hold
146
– – ﹤0.01% 2727
2024
Q1 		$807 Hold
146
– – ﹤0.01% 2636
2023
Q4 		$1.08K Sell
146
-29
-17% -$203 ﹤0.01% 2378
2023
Q3 		$1.25K Hold
175
– – ﹤0.01% 2140
2023
Q2 		$1.11K Buy
+175
New +$1.09K ﹤0.01% 2184
2022
Q3 		– Sell
-192
Closed -$1K – 2110
2022
Q2 		$1K Sell
192
-58
-23% -$533 ﹤0.01% 1664
2022
Q1 		$3K Sell
250
-505
-67% -$5.75K ﹤0.01% 1446
2021
Q4 		$10K Buy
+755
New +$10.2K ﹤0.01% 972

Other funds holding RWT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return