Discipline Wealth Solutions’s Eventide International ETF ESIM Stock Holding History

Discipline Wealth Solutions’s Portfolio ESIM Stock Details ESIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-50,022	Closed	-$1.26M	–	212
2026 Q1	$1.26M	Buy	+50,022	New	+$1.31M	0.13%	71

Other funds holding ESIM

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Discipline Wealth Solutions's ESIM Position: Q2 2026 in Review

Discipline Wealth Solutions sold out of Eventide International ETF (ESIM) in Q2 2026, closing a stake of 50,022 shares — an estimated $1.26M sold.

Discipline Wealth Solutions first reported a position in ESIM in Q1 2026 and held it in 1 quarter. The position peaked at $1.26M in Q1 2026. 3 funds tracked by Wall St. Rank hold ESIM as of Q2 2026.

Discipline Wealth Solutions reported no remaining Eventide International ETF position as of Q2 2026 after selling out during the quarter.
Discipline Wealth Solutions sold 50,022 Eventide International ETF shares in Q2 2026, an estimated $1.26M.
Discipline Wealth Solutions first reported a position in Eventide International ETF in Q1 2026 and held it in 1 quarter.
Discipline Wealth Solutions's Eventide International ETF position peaked at $1.26M in Q1 2026.
3 funds tracked by Wall St. Rank held Eventide International ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.