Blue Trust Inc’s Everforth Inc EFOR Stock Holding History

Blue Trust Inc’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
2026 Q2	–	Sell	-13	Closed	-$503	–	2455
2026 Q1	$503	Hold	13	–	–	﹤0.01%	2343
2025 Q4	$626	Hold	13	–	–	﹤0.01%	2360
2025 Q3	$616	Sell	13 -1,122	-99%	-$57.2K	﹤0.01%	2392
2025 Q2	$56.7K	Buy	1,135 +530	+88%	+$29K	﹤0.01%	1371
2025 Q1	$38.1K	Buy	605 +33	+6%	+$2.54K	﹤0.01%	1479
2024 Q4	$47.7K	Sell	572 -245	-30%	-$22.4K	﹤0.01%	1331
2024 Q3	$72K	Buy	817 +769	+1,602%	+$71.3K	﹤0.01%	1400
2024 Q2	$5.03K	Buy	+48	New	+$4.59K	﹤0.01%	2203
2024 Q1	–	Sell	-48	Closed	-$4K	–	2191
2023 Q4	$4K	Buy	+48	New	+$4.19K	﹤0.01%	1892
2023 Q3	–	Sell	-2	Closed	–	–	2022
2023 Q2	$0	Sell	2 -14	-88%	-$1.01K	﹤0.01%	2022
2023 Q1	$1K	Sell	16 -18	-53%	-$1.56K	﹤0.01%	2099
2022 Q4	$3K	Buy	34 +12	+55%	+$1.05K	﹤0.01%	1835
2022 Q3	$2K	Buy	22 +9	+69%	+$873	﹤0.01%	1751
2022 Q2	$2K	Buy	+13	New	+$1.33K	﹤0.01%	1628

Other funds holding EFOR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Blue Trust Inc's EFOR Position: Q2 2026 in Review

Blue Trust Inc sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 13 shares — an estimated $503 sold.

Blue Trust Inc first reported a position in EFOR in Q2 2022 and held it in 14 quarters. The position peaked at $72K in Q3 2024. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

Blue Trust Inc reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
Blue Trust Inc sold 13 Everforth Inc shares in Q2 2026, an estimated $503.
Blue Trust Inc first reported a position in Everforth Inc in Q2 2022 and held it in 14 quarters.
Blue Trust Inc's Everforth Inc position peaked at $72K in Q3 2024.
36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.