JFS Wealth Advisors’s Everforth Inc EFOR Stock Holding History

JFS Wealth Advisors’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	$537	Buy	30 +20	+200%	+$489	﹤0.01%	1943
2026 Q1	$388	Hold	10	–	–	﹤0.01%	1787
2025 Q4	$482	Buy	+10	New	+$461	﹤0.01%	1808
2025 Q2	–	Sell	-31	Closed	-$1.95K	–	1872
2025 Q1	$1.95K	Sell	31 -4	-11%	-$308	﹤0.01%	1474
2024 Q4	$2.92K	Buy	35 +7	+25%	+$639	﹤0.01%	1330
2024 Q3	$2.61K	Buy	28 +5	+22%	+$464	﹤0.01%	1381
2024 Q2	$2.03K	Hold	23	–	–	﹤0.01%	1423
2024 Q1	$2.41K	Hold	23	–	–	﹤0.01%	1377
2023 Q4	$2.21K	Sell	23 -13	-36%	-$1.14K	﹤0.01%	1386
2023 Q3	$2.94K	Buy	36 +9	+33%	+$717	﹤0.01%	1216
2023 Q2	$2.04K	Buy	27 +8	+42%	+$575	﹤0.01%	1380
2023 Q1	$1.57K	Sell	19 -13	-41%	-$1.13K	﹤0.01%	1452
2022 Q4	$2.61K	Hold	32	–	–	﹤0.01%	1262
2022 Q3	$3K	Buy	32 +30	+1,500%	+$2.91K	﹤0.01%	1136
2022 Q2	$0	Sell	2 -28	-93%	-$2.87K	﹤0.01%	1725
2022 Q1	$4K	Buy	30 +17	+131%	+$1.93K	﹤0.01%	1108
2021 Q4	$2K	Buy	+13	New	+$1.59K	﹤0.01%	1024

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

JFS Wealth Advisors's EFOR Position: Q2 2026 in Review

JFS Wealth Advisors increased its Everforth Inc (EFOR) stake by 200% in Q2 2026, buying an estimated $489 and bringing the position to 30 shares worth $537. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

JFS Wealth Advisors first reported a position in EFOR in Q4 2021 and has held it in 17 quarters since. The position peaked at $4K in Q1 2022. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

JFS Wealth Advisors held 30 shares of Everforth Inc worth $537 as of Q2 2026.
JFS Wealth Advisors bought 20 Everforth Inc shares in Q2 2026, an estimated $489.
Everforth Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1943 holding.
JFS Wealth Advisors first reported a position in Everforth Inc in Q4 2021 and has held it in 17 quarters since.
JFS Wealth Advisors's Everforth Inc position peaked at $4K in Q1 2022.
36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.