MPWT
EFOR

MassMutual Private Wealth & Trust’s Everforth Inc EFOR Stock Holding History

MassMutual Private Wealth & Trust’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 		$5.08K Buy
284
+283
+28,300% +$6.91K ﹤0.01% 1670
2026
Q1 		$39 Sell
1
-53
-98% -$2.36K ﹤0.01% 2376
2025
Q4 		$2.6K Sell
54
-264
-83% -$12.2K ﹤0.01% 1925
2025
Q3 		$15.1K Buy
318
+236
+288% +$12K ﹤0.01% 1233
2025
Q2 		$4.09K Sell
82
-37
-31% -$2.02K ﹤0.01% 1709
2025
Q1 		$7.5K Buy
119
+100
+526% +$7.7K ﹤0.01% 1407
2024
Q4 		$1.58K Buy
19
+9
+90% +$822 ﹤0.01% 1894
2024
Q3 		$932 Sell
10
-54
-84% -$5.01K ﹤0.01% 1871
2024
Q2 		$5.64K Buy
64
+55
+611% +$5.25K ﹤0.01% 1276
2024
Q1 		$943 Sell
9
-10
-53% -$967 ﹤0.01% 1722
2023
Q4 		$1.83K Buy
19
+4
+27% +$349 ﹤0.01% 1530
2023
Q3 		$1.23K Hold
15
– – ﹤0.01% 1633
2023
Q2 		$1.13K Sell
15
-18
-55% -$1.29K ﹤0.01% 1625
2023
Q1 		$2.73K Sell
33
-47
-59% -$4.08K ﹤0.01% 1324
2022
Q4 		$7K Hold
80
– – ﹤0.01% 870
2022
Q3 		$7K Buy
80
+47
+142% +$4.56K ﹤0.01% 825
2022
Q2 		$3K Buy
33
+27
+450% +$2.77K ﹤0.01% 1015
2022
Q1 		$1K Buy
+6
New +$680 ﹤0.01% 1255
2019
Q1 		– Sell
-10
Closed -$545 – 862
2018
Q4 		$545 Hold
10
– – ﹤0.01% 935
2018
Q3 		$789 Sell
10
-20
-67% -$1.73K ﹤0.01% 914
2018
Q2 		$2.35K Buy
30
+9
+43% +$736 ﹤0.01% 851
2018
Q1 		$1.72K Buy
+21
New +$1.57K ﹤0.01% 850

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)
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
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

MassMutual Private Wealth & Trust's EFOR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Everforth Inc (EFOR) stake by 28,300% in Q2 2026, buying an estimated $6.91K and bringing the position to 284 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

MassMutual Private Wealth & Trust first reported a position in EFOR in Q1 2018 and has held it in 22 quarters since. The position peaked at $15.1K in Q3 2025. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 284 shares of Everforth Inc worth $5.08K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 283 Everforth Inc shares in Q2 2026, an estimated $6.91K.
  • Everforth Inc made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1670 holding.
  • MassMutual Private Wealth & Trust first reported a position in Everforth Inc in Q1 2018 and has held it in 22 quarters since.
  • MassMutual Private Wealth & Trust's Everforth Inc position peaked at $15.1K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.