Higgins & Schmidt Wealth Strategies’s Everforth Inc EFOR Stock Holding History

Higgins & Schmidt Wealth Strategies’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	–	Sell	-5,258	Closed	-$204K	–	66
2026 Q1	$204K	Hold	5,258	–	–	0.09%	61
2025 Q4	$253K	Sell	5,258 -12	-0.2%	-$553	0.12%	53
2025 Q3	$250K	Hold	5,270	–	–	0.13%	49
2025 Q2	$263K	Hold	5,270	–	–	0.15%	46
2025 Q1	$332K	Sell	5,270 -411	-7%	-$31.6K	0.2%	36
2024 Q4	$473K	Buy	5,681 +769	+16%	+$70.2K	0.3%	30
2024 Q3	$458K	Hold	4,912	–	–	0.3%	33
2024 Q2	$433K	Hold	4,912	–	–	0.31%	31
2024 Q1	$515K	Hold	4,912	–	–	0.38%	30
2023 Q4	$472K	Buy	+4,912	New	+$429K	0.38%	29

Other funds holding EFOR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

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 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

Higgins & Schmidt Wealth Strategies's EFOR Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 5,258 shares — an estimated $204K sold.

Higgins & Schmidt Wealth Strategies first reported a position in EFOR in Q4 2023 and held it in 10 quarters. The position peaked at $515K in Q1 2024. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

Higgins & Schmidt Wealth Strategies reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
Higgins & Schmidt Wealth Strategies sold 5,258 Everforth Inc shares in Q2 2026, an estimated $204K.
Higgins & Schmidt Wealth Strategies first reported a position in Everforth Inc in Q4 2023 and held it in 10 quarters.
Higgins & Schmidt Wealth Strategies's Everforth Inc position peaked at $515K in Q1 2024.
36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.