True Wealth Design’s Everforth Inc EFOR Stock Holding History

True Wealth Design’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	$5.86K	Buy	328 +18	+6%	+$440	﹤0.01%	1269
2026 Q1	$12K	Buy	310 +266	+605%	+$11.9K	﹤0.01%	919
2025 Q4	$2.12K	Sell	44 -113	-72%	-$5.21K	﹤0.01%	1429
2025 Q3	$7.43K	Buy	+157	New	+$8.01K	﹤0.01%	940
2025 Q2	–	Sell	-29	Closed	-$1.83K	–	2586
2025 Q1	$1.83K	Buy	+29	New	+$2.23K	﹤0.01%	1039

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) 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 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 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

True Wealth Design's EFOR Position: Q2 2026 in Review

True Wealth Design increased its Everforth Inc (EFOR) stake by 5.8% in Q2 2026, buying an estimated $440 and bringing the position to 328 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

True Wealth Design first reported a position in EFOR in Q1 2025 and has held it in 5 quarters since. The position peaked at $12K in Q1 2026. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

True Wealth Design held 328 shares of Everforth Inc worth $5.86K as of Q2 2026.
True Wealth Design bought 18 Everforth Inc shares in Q2 2026, an estimated $440.
Everforth Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1269 holding.
True Wealth Design first reported a position in Everforth Inc in Q1 2025 and has held it in 5 quarters since.
True Wealth Design's Everforth Inc position peaked at $12K in Q1 2026.
36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.