AAM
EFOR

Azzad Asset Management’s Everforth Inc EFOR Stock Holding History

Azzad Asset Management’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,136
Closed -$456K – 332
2025
Q2 		$456K Sell
9,136
-12,772
-58% -$698K 0.05% 274
2025
Q1 		$1.38M Buy
21,908
+288
+1% +$22.2K 0.16% 192
2024
Q4 		$1.8M Buy
21,620
+2,486
+13% +$227K 0.35% 95
2024
Q3 		$1.78M Buy
19,134
+4,997
+35% +$464K 0.2% 181
2024
Q2 		$1.25M Buy
+14,137
New +$1.35M 0.15% 201

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Azzad Asset Management's EFOR Position: Q3 2025 in Review

Azzad Asset Management sold out of Everforth Inc (EFOR) in Q3 2025, closing a stake of 9,136 shares — an estimated $456K sold.

Azzad Asset Management first reported a position in EFOR in Q2 2024 and held it in 5 quarters. The position peaked at $1.8M in Q4 2024. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.

  • Azzad Asset Management reported no remaining Everforth Inc position as of Q3 2025 after selling out during the quarter.
  • Azzad Asset Management sold 9,136 Everforth Inc shares in Q3 2025, an estimated $456K.
  • Azzad Asset Management first reported a position in Everforth Inc in Q2 2024 and held it in 5 quarters.
  • Azzad Asset Management's Everforth Inc position peaked at $1.8M in Q4 2024.
  • 298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.

Based on Azzad Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.