IWC
EFOR

Integrated Wealth Concepts’s Everforth Inc EFOR Stock Holding History

Integrated Wealth 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 		$27.7K Buy
+1,552
New +$37.9K ﹤0.01% 3828

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's EFOR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Everforth Inc (EFOR) in Q2 2026: 1,552 shares worth $27.7K. The stake represents ﹤0.01% of the portfolio and ranks #3828 among its holdings.

246 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Integrated Wealth Concepts held 1,552 shares of Everforth Inc worth $27.7K as of Q2 2026.
  • Everforth Inc was a new Integrated Wealth Concepts position in Q2 2026.
  • Everforth Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3828 holding.
  • 246 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.