EI
EFOR

Ethic Inc’s Everforth Inc EFOR Stock Holding History

Ethic 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 		$181K Buy
+10,115
New +$247K ﹤0.01% 1292

Other funds holding EFOR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ethic Inc's EFOR Position: Q2 2026 in Review

Ethic Inc opened a new position in Everforth Inc (EFOR) in Q2 2026: 10,115 shares worth $181K. The stake represents ﹤0.01% of the portfolio and ranks #1292 among its holdings.

46 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Ethic Inc held 10,115 shares of Everforth Inc worth $181K as of Q2 2026.
  • Everforth Inc was a new Ethic Inc position in Q2 2026.
  • Everforth Inc made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1292 holding.
  • 46 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.