EWA
EFOR

EverSource Wealth Advisors’s Everforth Inc EFOR Stock Holding History

EverSource Wealth Advisors’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 		$14.5K Sell
814
-600
-42% -$14.7K ﹤0.01% 2668
2026
Q1 		$54.7K Buy
1,414
+748
+112% +$33.3K ﹤0.01% 1817
2025
Q4 		$32.1K Buy
666
+123
+23% +$5.67K ﹤0.01% 2055
2025
Q3 		$25.7K Buy
543
+250
+85% +$12.8K ﹤0.01% 2164
2025
Q2 		$14.6K Buy
293
+247
+537% +$13.5K ﹤0.01% 2549
2025
Q1 		$2.9K Sell
46
-34
-43% -$2.62K ﹤0.01% 2746
2024
Q4 		$6.67K Buy
80
+24
+43% +$2.19K ﹤0.01% 2209
2024
Q3 		$5.22K Sell
56
-414
-88% -$38.4K ﹤0.01% 2209
2024
Q2 		$44.5K Sell
470
-67
-12% -$6.4K ﹤0.01% 1146
2024
Q1 		$51.8K Hold
537
– – ﹤0.01% 974
2023
Q4 		$51.6K Sell
537
-78
-13% -$6.81K ﹤0.01% 886
2023
Q3 		$50.2K Buy
615
+171
+39% +$13.6K 0.01% 802
2023
Q2 		$33.6K Buy
444
+271
+157% +$19.5K ﹤0.01% 981
2023
Q1 		$14.3K Buy
173
+18
+12% +$1.56K ﹤0.01% 1214
2022
Q4 		$12.6K Buy
+155
New +$13.6K ﹤0.01% 1243
2022
Q3 		– Sell
-654
Closed -$59K – 1968
2022
Q2 		$59K Buy
+654
New +$67.1K 0.02% 566

Other funds holding EFOR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

EverSource Wealth Advisors's EFOR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Everforth Inc (EFOR) stake by 42% in Q2 2026, selling an estimated $14.7K and leaving 814 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2668.

EverSource Wealth Advisors first reported a position in EFOR in Q2 2022 and has held it in 16 quarters since. The position peaked at $59K in Q2 2022. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • EverSource Wealth Advisors held 814 shares of Everforth Inc worth $14.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 600 Everforth Inc shares in Q2 2026, an estimated $14.7K.
  • Everforth Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2668 holding.
  • EverSource Wealth Advisors first reported a position in Everforth Inc in Q2 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Everforth Inc position peaked at $59K in Q2 2022.
  • 36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.