CWM
EFOR

CIBC World Markets’s Everforth Inc EFOR Stock Holding History

CIBC World Markets’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
Q2 		$263K Sell
5,276
-4,307
-45% -$235K ﹤0.01% 1156
2025
Q1 		$604K Buy
9,583
+5,542
+137% +$427K ﹤0.01% 913
2024
Q4 		$337K Buy
+4,041
New +$369K ﹤0.01% 882
2021
Q2 		– Sell
-5,691
Closed -$543K – 631
2021
Q1 		$543K Buy
+5,691
New +$526K ﹤0.01% 791

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

CIBC World Markets's EFOR Position: Q2 2025 in Review

CIBC World Markets reduced its Everforth Inc (EFOR) stake by 45% in Q2 2025, selling an estimated $235K and leaving 5,276 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

CIBC World Markets first reported a position in EFOR in Q1 2021 and has held it in 4 quarters since. The position peaked at $604K in Q1 2025. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

  • CIBC World Markets held 5,276 shares of Everforth Inc worth $263K as of Q2 2025.
  • CIBC World Markets sold 4,307 Everforth Inc shares in Q2 2025, an estimated $235K.
  • Everforth Inc made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1156 holding.
  • CIBC World Markets first reported a position in Everforth Inc in Q1 2021 and has held it in 4 quarters since.
  • CIBC World Markets's Everforth Inc position peaked at $604K in Q1 2025.
  • 287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.