Blue Trust Inc’s Eventide Small Cap ETF ESSC Stock Holding History

Blue Trust Inc’s Portfolio ESSC Stock Details ESSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.65M	Buy	+57,589	New	+$1.75M	0.02%	223

Other funds holding ESSC

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Trust Inc's ESSC Position: Q3 2026 in Review

Blue Trust Inc opened a new position in Eventide Small Cap ETF (ESSC) in Q3 2026: 57,589 shares worth $1.65M. The stake represents 0.02% of the portfolio and ranks #223 among its holdings.

8 funds tracked by Wall St. Rank hold ESSC as of Q3 2026.

Blue Trust Inc held 57,589 shares of Eventide Small Cap ETF worth $1.65M as of Q3 2026.
Eventide Small Cap ETF was a new Blue Trust Inc position in Q3 2026.
Eventide Small Cap ETF made up 0.02% of Blue Trust Inc's portfolio in Q3 2026, its #223 holding.
8 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.