EverSource Wealth Advisors’s Eventide International ETF ESIM Stock Holding History

EverSource Wealth Advisors’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	$750K	Sell	25,185 -10,169	-29%	-$287K	0.03%	423
2026 Q1	$892K	Buy	35,354 +15,331	+77%	+$403K	0.03%	417
2025 Q4	$508K	Buy	+20,023	New	+$507K	0.02%	536

Other funds holding ESIM

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

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

EverSource Wealth Advisors reduced its Eventide International ETF (ESIM) stake by 29% in Q2 2026, selling an estimated $287K and leaving 25,185 shares worth $750K. The position accounts for 0.03% of the portfolio, ranked #423.

EverSource Wealth Advisors first reported a position in ESIM in Q4 2025 and has held it in 3 quarters since. The position peaked at $892K in Q1 2026. 3 funds tracked by Wall St. Rank hold ESIM as of Q2 2026.

EverSource Wealth Advisors held 25,185 shares of Eventide International ETF worth $750K as of Q2 2026.
EverSource Wealth Advisors sold 10,169 Eventide International ETF shares in Q2 2026, an estimated $287K.
Eventide International ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #423 holding.
EverSource Wealth Advisors first reported a position in Eventide International ETF in Q4 2025 and has held it in 3 quarters since.
EverSource Wealth Advisors's Eventide International ETF position peaked at $892K in Q1 2026.
3 funds tracked by Wall St. Rank held Eventide International ETF as of Q2 2026.

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