NMERB
EFOR

New Mexico Educational Retirement Board’s Everforth Inc EFOR Stock Holding History

New Mexico Educational Retirement Board’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 		– Sell
-10,200
Closed -$395K – 906
2026
Q1 		$395K Hold
10,200
– – 0.01% 866
2025
Q4 		$491K Hold
10,200
– – 0.01% 854
2025
Q3 		$483K Hold
10,200
– – 0.02% 853
2025
Q2 		$509K Hold
10,200
– – 0.02% 830
2025
Q1 		$643K Hold
10,200
– – 0.02% 782
2024
Q4 		$850K Hold
10,200
– – 0.03% 696
2024
Q3 		$951K Hold
10,200
– – 0.03% 665
2024
Q2 		$899K Hold
10,200
– – 0.03% 650
2024
Q1 		$1.07M Hold
10,200
– – 0.04% 584
2023
Q4 		$981K Hold
10,200
– – 0.04% 600
2023
Q3 		$833K Hold
10,200
– – 0.04% 626
2023
Q2 		$771K Buy
10,200
+1,200
+13% +$86.3K 0.03% 669
2023
Q1 		$744K Buy
9,000
+1,000
+13% +$86.7K 0.04% 630
2022
Q4 		$652K Hold
8,000
– – 0.04% 632
2022
Q3 		$723K Hold
8,000
– – 0.04% 544
2022
Q2 		$722K Sell
8,000
-3,000
-27% -$308K 0.03% 602
2022
Q1 		$1.28M Hold
11,000
– – 0.05% 458
2021
Q4 		$1.36M Hold
11,000
– – 0.05% 481
2021
Q3 		$1.25M Hold
11,000
– – 0.04% 512
2021
Q2 		$1.07M Buy
11,000
+1,800
+20% +$184K 0.04% 601
2021
Q1 		$878K Hold
9,200
– – 0.03% 610
2020
Q4 		$768K Sell
9,200
-1,600
-15% -$123K 0.03% 600
2020
Q3 		$686K Sell
10,800
-1,800
-14% -$124K 0.03% 604
2020
Q2 		$840K Hold
12,600
– – 0.04% 539
2020
Q1 		$445K Buy
12,600
+3,500
+38% +$198K 0.03% 687
2019
Q4 		$646K Hold
9,100
– – 0.03% 688
2019
Q3 		$572K Hold
9,100
– – 0.03% 705
2019
Q2 		$551K Sell
9,100
-1,500
-14% -$90.1K 0.02% 724
2019
Q1 		$673K Hold
10,600
– – 0.03% 691
2018
Q4 		$578K Buy
+10,600
New +$691K 0.03% 705

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

New Mexico Educational Retirement Board's EFOR Position: Q2 2026 in Review

New Mexico Educational Retirement Board sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 10,200 shares — an estimated $395K sold.

New Mexico Educational Retirement Board first reported a position in EFOR in Q4 2018 and held it in 30 quarters. The position peaked at $1.36M in Q4 2021. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • New Mexico Educational Retirement Board reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • New Mexico Educational Retirement Board sold 10,200 Everforth Inc shares in Q2 2026, an estimated $395K.
  • New Mexico Educational Retirement Board first reported a position in Everforth Inc in Q4 2018 and held it in 30 quarters.
  • New Mexico Educational Retirement Board's Everforth Inc position peaked at $1.36M in Q4 2021.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.