VFA
ESLG

Values First Advisors’s Eventide Large Cap Growth ETF ESLG Stock Holding History

Values First Advisors’s Portfolio ESLG Stock Details ESLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$145K Buy
5,038
+3,346
+198% +$88.8K 0.07% 175
2026
Q1 		$39.5K Sell
1,692
-5,376
-76% -$132K 0.02% 173
2025
Q4 		$176K Buy
+7,068
New +$178K 0.09% 165

Other funds holding ESLG

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

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

Values First Advisors increased its Eventide Large Cap Growth ETF (ESLG) stake by 198% in Q2 2026, buying an estimated $88.8K and bringing the position to 5,038 shares worth $145K. The position accounts for 0.07% of the portfolio, ranked #175.

Values First Advisors first reported a position in ESLG in Q4 2025 and has held it in 3 quarters since. The position peaked at $176K in Q4 2025. 15 funds tracked by Wall St. Rank hold ESLG as of Q2 2026.

  • Values First Advisors held 5,038 shares of Eventide Large Cap Growth ETF worth $145K as of Q2 2026.
  • Values First Advisors bought 3,346 Eventide Large Cap Growth ETF shares in Q2 2026, an estimated $88.8K.
  • Eventide Large Cap Growth ETF made up 0.07% of Values First Advisors's portfolio in Q2 2026, its #175 holding.
  • Values First Advisors first reported a position in Eventide Large Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Values First Advisors's Eventide Large Cap Growth ETF position peaked at $176K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Eventide Large Cap Growth ETF as of Q2 2026.

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