EverSource Wealth Advisors’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIV
EverSource Wealth Advisors's SEIV Position: Q4 2025 in Review
EverSource Wealth Advisors sold out of SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q4 2025, closing a stake of 350 shares — an estimated $13.6K sold.
EverSource Wealth Advisors first reported a position in SEIV in Q2 2023 and held it in 10 quarters. The position peaked at $23.8K in Q4 2023. 64 funds tracked by Wall St. Rank hold SEIV as of Q4 2025.
- EverSource Wealth Advisors reported no remaining SEI QiM U.S. Large Cap Value Active ETF position as of Q4 2025 after selling out during the quarter.
- EverSource Wealth Advisors sold 350 SEI QiM U.S. Large Cap Value Active ETF shares in Q4 2025, an estimated $13.6K.
- EverSource Wealth Advisors first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q2 2023 and held it in 10 quarters.
- EverSource Wealth Advisors's SEI QiM U.S. Large Cap Value Active ETF position peaked at $23.8K in Q4 2023.
- 64 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q4 2025.
Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.