EverSource Wealth Advisors, LLC
Position in SMMV — iShares MSCI USA Small-Cap Min Vol Factor ETF
CIK 1710537
BIRMINGHAM, AL
All Filings in SMMV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMMV | $16,224 | 372 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 SMMV | $8,059 | 186 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 SMMV | $8,050 | 187 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 SMMV | $7,855 | 187 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 SMMV | $17,367 | 419 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 SMMV | $56,012 | 1,351 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 SMMV | $54,875 | 1,345 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 SMMV | $49,900 | 1,338 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 SMMV | $49,995 | 1,335 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 SMMV | $47,503 | 1,331 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 SMMV | $6,180 | 187 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||