Mercer Global Advisors
EFOR

Mercer Global Advisors’s Everforth Inc EFOR Stock Holding History

Mercer Global 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
Q1 		$552K Buy
14,267
+8,418
+144% +$375K ﹤0.01% 1914
2025
Q4 		$282K Buy
5,849
+557
+11% +$25.7K ﹤0.01% 2283
2025
Q3 		$251K Buy
+5,292
New +$270K ﹤0.01% 2219

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Mercer Global Advisors's EFOR Position: Q1 2026 in Review

Mercer Global Advisors increased its Everforth Inc (EFOR) stake by 144% in Q1 2026, buying an estimated $375K and bringing the position to 14,267 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Mercer Global Advisors first reported a position in EFOR in Q3 2025 and has held it in 3 quarters since. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Mercer Global Advisors held 14,267 shares of Everforth Inc worth $552K as of Q1 2026.
  • Mercer Global Advisors bought 8,418 Everforth Inc shares in Q1 2026, an estimated $375K.
  • Everforth Inc made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1914 holding.
  • Mercer Global Advisors first reported a position in Everforth Inc in Q3 2025 and has held it in 3 quarters since.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.