EWA
ESUM

EverSource Wealth Advisors’s Eventide US Market ETF ESUM Stock Holding History

EverSource Wealth Advisors’s Portfolio ESUM Stock Details ESUM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.12M Buy
43,255
+1,443
+3% +$37.5K 0.05% 248
2025
Q1 		$987K Buy
+41,812
New +$987K 0.05% 249