NWS
EFOR

Nvest Wealth Strategies’s Everforth Inc EFOR Stock Holding History

Nvest Wealth Strategies’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 		$8.33K Hold
466
– – 0.01% 126
2026
Q1 		$18K Hold
466
– – 0.01% 92
2025
Q4 		$22.4K Buy
+466
New +$21.5K 0.02% 78

Other funds holding EFOR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Nvest Wealth Strategies's EFOR Position: Q2 2026 in Review

Nvest Wealth Strategies held its Everforth Inc (EFOR) position steady in Q2 2026 at 466 shares worth $8.33K. The position accounts for 0.01% of the portfolio, ranked #126.

Nvest Wealth Strategies first reported a position in EFOR in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.4K in Q4 2025. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Nvest Wealth Strategies held 466 shares of Everforth Inc worth $8.33K as of Q2 2026.
  • Nvest Wealth Strategies left its Everforth Inc share count unchanged in Q2 2026.
  • Everforth Inc made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #126 holding.
  • Nvest Wealth Strategies first reported a position in Everforth Inc in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Everforth Inc position peaked at $22.4K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.