Evermay Wealth Management’s Motley Fool 100 Index ETF TMFC Stock Holding History

Evermay Wealth Management’s Portfolio TMFC Stock Details TMFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$49.5K	Buy	+650	New	+$48.6K	0.01%	359
2023 Q1	–	Sell	-1,700	Closed	-$51.8K	–	581
2022 Q4	$51.8K	Buy	+1,700	New	+$53.7K	0.01%	294

Other funds holding TMFC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evermay Wealth Management's TMFC Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Motley Fool 100 Index ETF (TMFC) in Q2 2026: 650 shares worth $49.5K. The stake represents 0.01% of the portfolio and ranks #359 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in TMFC as recently as Q4 2022.

Evermay Wealth Management first reported a position in TMFC in Q4 2022 and has held it in 2 quarters since. The position peaked at $51.8K in Q4 2022. 194 funds tracked by Wall St. Rank hold TMFC as of Q2 2026.

Evermay Wealth Management held 650 shares of Motley Fool 100 Index ETF worth $49.5K as of Q2 2026.
Motley Fool 100 Index ETF was a new Evermay Wealth Management position in Q2 2026.
Motley Fool 100 Index ETF made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #359 holding.
Evermay Wealth Management first reported a position in Motley Fool 100 Index ETF in Q4 2022 and has held it in 2 quarters since.
Evermay Wealth Management's Motley Fool 100 Index ETF position peaked at $51.8K in Q4 2022.
194 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.