MI
ESUM

Moneywise Inc’s Eventide US Market ETF ESUM Stock Holding History

Moneywise Inc’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 		$8.91M Buy
290,812
+13,294
+5% +$383K 3.32% 7
2026
Q1 		$7.27M Buy
277,518
+8,283
+3% +$225K 3.17% 8
2025
Q4 		$7.25M Buy
269,235
+20,425
+8% +$555K 3.02% 9
2025
Q3 		$6.76M Buy
248,810
+26,445
+12% +$704K 3.06% 12
2025
Q2 		$5.78M Buy
222,365
+162,938
+274% +$3.95M 2.71% 10
2025
Q1 		$1.4M Buy
+59,427
New +$1.46M 0.74% 28

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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Moneywise Inc's ESUM Position: Q2 2026 in Review

Moneywise Inc increased its Eventide US Market ETF (ESUM) stake by 4.8% in Q2 2026, buying an estimated $383K and bringing the position to 290,812 shares worth $8.91M. The position accounts for 3.32% of the portfolio, ranked #7.

Moneywise Inc first reported a position in ESUM in Q1 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold ESUM as of Q2 2026.

  • Moneywise Inc held 290,812 shares of Eventide US Market ETF worth $8.91M as of Q2 2026.
  • Moneywise Inc bought 13,294 Eventide US Market ETF shares in Q2 2026, an estimated $383K.
  • Eventide US Market ETF made up 3.32% of Moneywise Inc's portfolio in Q2 2026, its #7 holding.
  • Moneywise Inc first reported a position in Eventide US Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 15 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q2 2026.

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