Moneywise Inc’s Eventide Small Cap ETF ESSC Stock Holding History

Moneywise Inc’s Portfolio ESSC Stock Details ESSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.07M	Sell	190,897 -2,903	-1%	-$84.9K	2.26%	18
2026 Q1	$5.07M	Buy	193,800 +129,002	+199%	+$3.47M	2.21%	18
2025 Q4	$1.68M	Buy	+64,798	New	+$1.65M	0.7%	31

Other funds holding ESSC

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Moneywise Inc's ESSC Position: Q2 2026 in Review

Moneywise Inc reduced its Eventide Small Cap ETF (ESSC) stake by 1.5% in Q2 2026, selling an estimated $84.9K and leaving 190,897 shares worth $6.07M. The position accounts for 2.26% of the portfolio, ranked #18.

Moneywise Inc first reported a position in ESSC in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold ESSC as of Q2 2026.

Moneywise Inc held 190,897 shares of Eventide Small Cap ETF worth $6.07M as of Q2 2026.
Moneywise Inc sold 2,903 Eventide Small Cap ETF shares in Q2 2026, an estimated $84.9K.
Eventide Small Cap ETF made up 2.26% of Moneywise Inc's portfolio in Q2 2026, its #18 holding.
Moneywise Inc first reported a position in Eventide Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
5 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.