ETC
EFOR

Exchange Traded Concepts’s Everforth Inc EFOR Stock Holding History

Exchange Traded Concepts’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.57M Buy
+87,577
New +$2.14M 0.01% 794
2024
Q1 		– Sell
-47
Closed -$4.52K – 1250
2023
Q4 		$4.52K Buy
+47
New +$4.11K ﹤0.01% 1153

Other funds holding EFOR

DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Exchange Traded Concepts's EFOR Position: Q2 2026 in Review

Exchange Traded Concepts opened a new position in Everforth Inc (EFOR) in Q2 2026: 87,577 shares worth $1.57M. The stake represents 0.01% of the portfolio and ranks #794 among its holdings. This is a return to the name: Exchange Traded Concepts previously reported a position in EFOR as recently as Q4 2023.

Exchange Traded Concepts first reported a position in EFOR in Q4 2023 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Exchange Traded Concepts held 87,577 shares of Everforth Inc worth $1.57M as of Q2 2026.
  • Everforth Inc was a new Exchange Traded Concepts position in Q2 2026.
  • Everforth Inc made up 0.01% of Exchange Traded Concepts's portfolio in Q2 2026, its #794 holding.
  • Exchange Traded Concepts first reported a position in Everforth Inc in Q4 2023 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Exchange Traded Concepts's 13F filing for Q2 2026, filed 22 Jul 2026.