EWA
ESLG

EverSource Wealth Advisors’s Eventide Large Cap Growth ETF ESLG Stock Holding History

EverSource Wealth Advisors’s Portfolio ESLG Stock Details ESLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$449K Sell
15,615
-5,805
-27% -$154K 0.02% 600
2026
Q1 		$500K Buy
21,420
+9,287
+77% +$229K 0.02% 608
2025
Q4 		$303K Buy
+12,133
New +$305K 0.01% 753

Other funds holding ESLG

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Eventide Large Cap Growth ETF (ESLG) stake by 27% in Q2 2026, selling an estimated $154K and leaving 15,615 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #600.

EverSource Wealth Advisors first reported a position in ESLG in Q4 2025 and has held it in 3 quarters since. The position peaked at $500K in Q1 2026. 14 funds tracked by Wall St. Rank hold ESLG as of Q2 2026.

  • EverSource Wealth Advisors held 15,615 shares of Eventide Large Cap Growth ETF worth $449K as of Q2 2026.
  • EverSource Wealth Advisors sold 5,805 Eventide Large Cap Growth ETF shares in Q2 2026, an estimated $154K.
  • Eventide Large Cap Growth ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #600 holding.
  • EverSource Wealth Advisors first reported a position in Eventide Large Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Eventide Large Cap Growth ETF position peaked at $500K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Eventide Large Cap Growth ETF as of Q2 2026.

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