VFA
ESLV

Values First Advisors’s Eventide Large Cap Value ETF ESLV Stock Holding History

Values First Advisors’s Portfolio ESLV Stock Details ESLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$219K Buy
7,663
+4,535
+145% +$124K 0.1% 169
2026
Q1 		$82K Buy
3,128
+7
+0.2% +$186 0.04% 168
2025
Q4 		$79.1K Buy
+3,121
New +$78.1K 0.04% 172

Other funds holding ESLV

SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Values First Advisors increased its Eventide Large Cap Value ETF (ESLV) stake by 145% in Q2 2026, buying an estimated $124K and bringing the position to 7,663 shares worth $219K. The position accounts for 0.1% of the portfolio, ranked #169.

Values First Advisors first reported a position in ESLV in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold ESLV as of Q2 2026.

  • Values First Advisors held 7,663 shares of Eventide Large Cap Value ETF worth $219K as of Q2 2026.
  • Values First Advisors bought 4,535 Eventide Large Cap Value ETF shares in Q2 2026, an estimated $124K.
  • Eventide Large Cap Value ETF made up 0.1% of Values First Advisors's portfolio in Q2 2026, its #169 holding.
  • Values First Advisors first reported a position in Eventide Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Eventide Large Cap Value ETF as of Q2 2026.

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