EWA
ESSC

EverSource Wealth Advisors’s Eventide Small Cap ETF ESSC Stock Holding History

EverSource Wealth Advisors’s Portfolio ESSC Stock Details ESSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$455K Sell
14,318
-5,575
-28% -$163K 0.02% 592
2026
Q1 		$520K Buy
19,893
+8,623
+77% +$232K 0.02% 595
2025
Q4 		$292K Buy
+11,270
New +$287K 0.01% 772

Other funds holding ESSC

SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Eventide Small Cap ETF (ESSC) stake by 28% in Q2 2026, selling an estimated $163K and leaving 14,318 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #592.

EverSource Wealth Advisors first reported a position in ESSC in Q4 2025 and has held it in 3 quarters since. The position peaked at $520K in Q1 2026. 14 funds tracked by Wall St. Rank hold ESSC as of Q2 2026.

  • EverSource Wealth Advisors held 14,318 shares of Eventide Small Cap ETF worth $455K as of Q2 2026.
  • EverSource Wealth Advisors sold 5,575 Eventide Small Cap ETF shares in Q2 2026, an estimated $163K.
  • Eventide Small Cap ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #592 holding.
  • EverSource Wealth Advisors first reported a position in Eventide Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Eventide Small Cap ETF position peaked at $520K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q2 2026.

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