49 Wealth Management
ESLG icon

49 Wealth Management’s Eventide Large Cap Growth ETF ESLG Stock Holding History

49 Wealth Management’s Portfolio ESLG Stock Details ESLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-33,731
Closed -$787K – 310
2026
Q1 		$787K Buy
33,731
+5,966
+21% +$147K 0.06% 87
2025
Q4 		$693K Buy
+27,765
New +$699K 0.06% 86

Other funds holding ESLG

OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
PAX Financial Group
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
Mosaic Family Wealth Partners
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Independent Advisor Alliance
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

49 Wealth Management's ESLG Position: Q2 2026 in Review

49 Wealth Management sold out of Eventide Large Cap Growth ETF (ESLG) in Q2 2026, closing a stake of 33,731 shares — an estimated $787K sold.

49 Wealth Management first reported a position in ESLG in Q4 2025 and held it in 2 quarters. The position peaked at $787K in Q1 2026. 15 funds tracked by Wall St. Rank hold ESLG as of Q2 2026.

  • 49 Wealth Management reported no remaining Eventide Large Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • 49 Wealth Management sold 33,731 Eventide Large Cap Growth ETF shares in Q2 2026, an estimated $787K.
  • 49 Wealth Management first reported a position in Eventide Large Cap Growth ETF in Q4 2025 and held it in 2 quarters.
  • 49 Wealth Management's Eventide Large Cap Growth ETF position peaked at $787K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Eventide Large Cap Growth ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.