MAFA
EFOR

MJT & Associates Financial Advisory’s Everforth Inc EFOR Stock Holding History

MJT & Associates Financial Advisory’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
2025
Q3 		– Sell
-43
Closed -$2.15K – 468
2025
Q2 		$2.15K Hold
43
– – ﹤0.01% 392
2025
Q1 		$2.71K Buy
+43
New +$3.31K ﹤0.01% 376

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MJT & Associates Financial Advisory's EFOR Position: Q3 2025 in Review

MJT & Associates Financial Advisory sold out of Everforth Inc (EFOR) in Q3 2025, closing a stake of 43 shares — an estimated $2.15K sold.

MJT & Associates Financial Advisory first reported a position in EFOR in Q1 2025 and held it in 2 quarters. The position peaked at $2.71K in Q1 2025. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.

  • MJT & Associates Financial Advisory reported no remaining Everforth Inc position as of Q3 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 43 Everforth Inc shares in Q3 2025, an estimated $2.15K.
  • MJT & Associates Financial Advisory first reported a position in Everforth Inc in Q1 2025 and held it in 2 quarters.
  • MJT & Associates Financial Advisory's Everforth Inc position peaked at $2.71K in Q1 2025.
  • 298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2025, filed 15 Oct 2025.