EverSource Wealth Advisors’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIV
SWGC
STB
BPA
KF
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. 63 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.
- 63 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.