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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

New Mexico Educational Retirement Board's EFOR Position: Q1 2026 in Review

New Mexico Educational Retirement Board held its Everforth Inc (EFOR) position steady in Q1 2026 at 10,200 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #866.

New Mexico Educational Retirement Board first reported a position in EFOR in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.36M in Q4 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • New Mexico Educational Retirement Board held 10,200 shares of Everforth Inc worth $395K as of Q1 2026.
  • New Mexico Educational Retirement Board left its Everforth Inc share count unchanged in Q1 2026.
  • Everforth Inc made up 0.01% of New Mexico Educational Retirement Board's portfolio in Q1 2026, its #866 holding.
  • New Mexico Educational Retirement Board first reported a position in Everforth Inc in Q4 2018 and has held it in 30 quarters since.
  • New Mexico Educational Retirement Board's Everforth Inc position peaked at $1.36M in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q1 2026, filed 4 May 2026.