AssetMark Inc’s Eventide US Market ETF ESUM Stock Holding History

AssetMark Inc’s Portfolio ESUM Stock Details ESUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$212	Buy	+7	New	+$214	﹤0.01%	3600

Other funds holding ESUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return

Strategic Equity Management Tucson, Arizona $116M AUM 17.63% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

AssetMark Inc's ESUM Position: Q3 2026 in Review

AssetMark Inc opened a new position in Eventide US Market ETF (ESUM) in Q3 2026: 7 shares worth $212. The stake represents ﹤0.01% of the portfolio and ranks #3600 among its holdings.

23 funds tracked by Wall St. Rank hold ESUM as of Q3 2026.

AssetMark Inc held 7 shares of Eventide US Market ETF worth $212 as of Q3 2026.
Eventide US Market ETF was a new AssetMark Inc position in Q3 2026.
Eventide US Market ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3600 holding.
23 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.