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
Q2 		$457K Buy
25,573
+11,306
+79% +$276K ﹤0.01% 2376
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 $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

Mercer Global Advisors's EFOR Position: Q2 2026 in Review

Mercer Global Advisors increased its Everforth Inc (EFOR) stake by 79% in Q2 2026, buying an estimated $276K and bringing the position to 25,573 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

Mercer Global Advisors first reported a position in EFOR in Q3 2025 and has held it in 4 quarters since. The position peaked at $552K in Q1 2026. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Mercer Global Advisors held 25,573 shares of Everforth Inc worth $457K as of Q2 2026.
  • Mercer Global Advisors bought 11,306 Everforth Inc shares in Q2 2026, an estimated $276K.
  • Everforth Inc made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2376 holding.
  • Mercer Global Advisors first reported a position in Everforth Inc in Q3 2025 and has held it in 4 quarters since.
  • Mercer Global Advisors's Everforth Inc position peaked at $552K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.