MWP
ESUM

Meriwether Wealth & Planning’s Eventide US Market ETF ESUM Stock Holding History

Meriwether Wealth & Planning’s Portfolio ESUM Stock Details ESUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$447K Sell
14,579
-164
-1% -$4.73K 0.22% 69
2026
Q1 		$386K Buy
14,743
+2,993
+25% +$81.4K 0.21% 75
2025
Q4 		$316K Buy
+11,750
New +$319K 0.18% 82

Other funds holding ESUM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Meriwether Wealth & Planning's ESUM Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Eventide US Market ETF (ESUM) stake by 1.1% in Q2 2026, selling an estimated $4.73K and leaving 14,579 shares worth $447K. The position accounts for 0.22% of the portfolio, ranked #69.

Meriwether Wealth & Planning first reported a position in ESUM in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold ESUM as of Q2 2026.

  • Meriwether Wealth & Planning held 14,579 shares of Eventide US Market ETF worth $447K as of Q2 2026.
  • Meriwether Wealth & Planning sold 164 Eventide US Market ETF shares in Q2 2026, an estimated $4.73K.
  • Eventide US Market ETF made up 0.22% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #69 holding.
  • Meriwether Wealth & Planning first reported a position in Eventide US Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.