Values First Advisors’s Eventide International ETF ESIM Stock Holding History

Values First Advisors’s Portfolio ESIM Stock Details ESIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$155K	Buy	+5,207	New	+$147K	0.07%	174

Other funds holding ESIM

PFG

PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Values First Advisors's ESIM Position: Q2 2026 in Review

Values First Advisors opened a new position in Eventide International ETF (ESIM) in Q2 2026: 5,207 shares worth $155K. The stake represents 0.07% of the portfolio and ranks #174 among its holdings.

13 funds tracked by Wall St. Rank hold ESIM as of Q2 2026.

Values First Advisors held 5,207 shares of Eventide International ETF worth $155K as of Q2 2026.
Eventide International ETF was a new Values First Advisors position in Q2 2026.
Eventide International ETF made up 0.07% of Values First Advisors's portfolio in Q2 2026, its #174 holding.
13 funds tracked by Wall St. Rank held Eventide International ETF as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.