PWA
EFOR

Physician Wealth Advisors’s Everforth Inc EFOR Stock Holding History

Physician Wealth Advisors’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 		– Sell
-22
Closed -$1.06K – 2072
2025
Q4 		$1.06K Buy
22
+12
+120% +$553 ﹤0.01% 1593
2025
Q3 		$474 Buy
+10
New +$510 ﹤0.01% 1831
2025
Q2 		– Sell
-9
Closed -$568 – 1821
2025
Q1 		$568 Buy
+9
New +$693 ﹤0.01% 1355

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

Physician Wealth Advisors's EFOR Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 22 shares — an estimated $1.06K sold.

Physician Wealth Advisors first reported a position in EFOR in Q1 2025 and held it in 3 quarters. The position peaked at $1.06K in Q4 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 22 Everforth Inc shares in Q1 2026, an estimated $1.06K.
  • Physician Wealth Advisors first reported a position in Everforth Inc in Q1 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's Everforth Inc position peaked at $1.06K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.