TA
ESUM

TrueWealth Advisors’s Eventide US Market ETF ESUM Stock Holding History

TrueWealth Advisors’s Portfolio ESUM Stock Details ESUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-14,716
Closed -$385K – 248
2026
Q1 		$385K Sell
14,716
-2,500
-15% -$68K 0.1% 169
2025
Q4 		$464K Buy
17,216
+500
+3% +$13.6K 0.12% 142
2025
Q3 		$454K Buy
+16,716
New +$445K 0.12% 144

Other funds holding ESUM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TrueWealth Advisors's ESUM Position: Q2 2026 in Review

TrueWealth Advisors sold out of Eventide US Market ETF (ESUM) in Q2 2026, closing a stake of 14,716 shares — an estimated $385K sold.

TrueWealth Advisors first reported a position in ESUM in Q3 2025 and held it in 3 quarters. The position peaked at $464K in Q4 2025. 39 funds tracked by Wall St. Rank hold ESUM as of Q2 2026.

  • TrueWealth Advisors reported no remaining Eventide US Market ETF position as of Q2 2026 after selling out during the quarter.
  • TrueWealth Advisors sold 14,716 Eventide US Market ETF shares in Q2 2026, an estimated $385K.
  • TrueWealth Advisors first reported a position in Eventide US Market ETF in Q3 2025 and held it in 3 quarters.
  • TrueWealth Advisors's Eventide US Market ETF position peaked at $464K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.