EverSource Wealth Advisors’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

EverSource Wealth Advisors’s Portfolio SLVP Stock Details SLVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$168K	Sell	5,441 -199	-4%	-$7.1K	0.01%	1094
2026 Q1	$200K	Buy	5,640 +26	+0.5%	+$1.04K	0.01%	1059
2025 Q4	$192K	Buy	5,614 +219	+4%	+$6.44K	0.01%	963
2025 Q3	$148K	Sell	5,395 -984	-15%	-$20.7K	0.01%	1069
2025 Q2	$114K	Buy	+6,379	New	+$101K	0.01%	1136

Other funds holding SLVP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EverSource Wealth Advisors's SLVP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares MSCI Global Silver and Metals Miners ETF (SLVP) stake by 3.5% in Q2 2026, selling an estimated $7.1K and leaving 5,441 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #1094.

EverSource Wealth Advisors first reported a position in SLVP in Q2 2025 and has held it in 5 quarters since. The position peaked at $200K in Q1 2026. 123 funds tracked by Wall St. Rank hold SLVP as of Q2 2026.

EverSource Wealth Advisors held 5,441 shares of iShares MSCI Global Silver and Metals Miners ETF worth $168K as of Q2 2026.
EverSource Wealth Advisors sold 199 iShares MSCI Global Silver and Metals Miners ETF shares in Q2 2026, an estimated $7.1K.
iShares MSCI Global Silver and Metals Miners ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1094 holding.
EverSource Wealth Advisors first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q2 2025 and has held it in 5 quarters since.
EverSource Wealth Advisors's iShares MSCI Global Silver and Metals Miners ETF position peaked at $200K in Q1 2026.
123 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.