IEQ Capital
EFOR icon

IEQ Capital’s Everforth Inc EFOR Stock Holding History

IEQ Capital’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 		$877K Buy
49,065
+5,031
+11% +$123K ﹤0.01% 1157
2026
Q1 		$1.7M Buy
44,034
+2,980
+7% +$133K 0.01% 833
2025
Q4 		$1.98M Buy
41,054
+9,964
+32% +$459K 0.01% 796
2025
Q3 		$1.47M Buy
31,090
+26,754
+617% +$1.36M ﹤0.01% 870
2025
Q2 		$216K Buy
+4,336
New +$237K ﹤0.01% 1574

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IEQ Capital's EFOR Position: Q2 2026 in Review

IEQ Capital increased its Everforth Inc (EFOR) stake by 11% in Q2 2026, buying an estimated $123K and bringing the position to 49,065 shares worth $877K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

IEQ Capital first reported a position in EFOR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.98M in Q4 2025. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • IEQ Capital held 49,065 shares of Everforth Inc worth $877K as of Q2 2026.
  • IEQ Capital bought 5,031 Everforth Inc shares in Q2 2026, an estimated $123K.
  • Everforth Inc made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1157 holding.
  • IEQ Capital first reported a position in Everforth Inc in Q2 2025 and has held it in 5 quarters since.
  • IEQ Capital's Everforth Inc position peaked at $1.98M in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.