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Mesabi Trust shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Mesabi Trust (MSB) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Mesabi Trust

Tip: Access up to 7 years of quarterly data

All positions including Mesabi Trust held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mesabi Trust by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.0k 345 20.41
2023-12-31 $7.0k 345 20.41
2023-09-30 $6.9k 345 19.99
2023-06-30 $7.0k 345 20.41
2023-03-31 $8.7k 345 25.18
2022-12-31 $6.2k 345 18.02
2022-09-30 $7.0k 345 20.29
2022-06-30 $8.0k 345 23.19
2022-03-31 $9.0k 345 26.09
2021-12-31 $9.0k 345 26.09

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Mesabi Trust

Horizon Kinetics Asset Management
ValueWorks
Beddow Capital Management
Moors & Cabot
MRM-Horizon Advisors
Morgan Stanley
EagleClaw Capital Managment
Bank of New York Mellon
Two Sigma Investments
Two Sigma Advisers
Jpmorgan Chase & Co
Bank of America Corporation
Marshall Wace
Royal Bank of Canada
Raymond James & Associates

View all funds holding Mesabi Trust