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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.3M Sell
75,057
-10,371
-12% -$299K 0.08% 199
2026
Q1 		$2.24M Buy
85,428
+37,127
+77% +$1.01M 0.07% 206
2025
Q4 		$1.3M Buy
48,301
+64
+0.1% +$1.74K 0.05% 275
2025
Q3 		$1.31M Buy
48,237
+4,982
+12% +$133K 0.05% 253
2025
Q2 		$1.12M Buy
43,255
+1,443
+3% +$34.9K 0.05% 249
2025
Q1 		$987K Buy
+41,812
New +$1.03M 0.05% 250

Other funds holding ESUM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Eventide US Market ETF (ESUM) stake by 12% in Q2 2026, selling an estimated $299K and leaving 75,057 shares worth $2.3M. The position accounts for 0.08% of the portfolio, ranked #199.

EverSource Wealth Advisors first reported a position in ESUM in Q1 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold ESUM as of Q2 2026.

  • EverSource Wealth Advisors held 75,057 shares of Eventide US Market ETF worth $2.3M as of Q2 2026.
  • EverSource Wealth Advisors sold 10,371 Eventide US Market ETF shares in Q2 2026, an estimated $299K.
  • Eventide US Market ETF made up 0.08% of EverSource Wealth Advisors's portfolio in Q2 2026, its #199 holding.
  • EverSource Wealth Advisors first reported a position in Eventide US Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 15 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q2 2026.

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