VWA
EFOR

Valued Wealth Advisors’s Everforth Inc EFOR Stock Holding History

Valued 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
2025
Q2 		– Sell
-3
Closed -$190 – 621
2025
Q1 		$190 Hold
3
– – ﹤0.01% 610
2024
Q4 		$251 Hold
3
– – ﹤0.01% 599
2024
Q3 		$280 Hold
3
– – ﹤0.01% 578
2024
Q2 		$265 Hold
3
– – ﹤0.01% 546
2024
Q1 		$315 Hold
3
– – ﹤0.01% 526
2023
Q4 		$246 Buy
+3
New +$262 ﹤0.01% 486

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Valued Wealth Advisors's EFOR Position: Q2 2025 in Review

Valued Wealth Advisors sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 3 shares — an estimated $190 sold.

Valued Wealth Advisors first reported a position in EFOR in Q4 2023 and held it in 6 quarters. The position peaked at $315 in Q1 2024. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

  • Valued Wealth Advisors reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 3 Everforth Inc shares in Q2 2025, an estimated $190.
  • Valued Wealth Advisors first reported a position in Everforth Inc in Q4 2023 and held it in 6 quarters.
  • Valued Wealth Advisors's Everforth Inc position peaked at $315 in Q1 2024.
  • 287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on Valued Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.