VFA
ESSC

Values First Advisors’s Eventide Small Cap ETF ESSC Stock Holding History

Values First Advisors’s Portfolio ESSC Stock Details ESSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$195K Buy
6,137
+1,961
+47% +$57.3K 0.09% 171
2026
Q1 		$109K Sell
4,176
-12
-0.3% -$322 0.06% 167
2025
Q4 		$108K Buy
+4,188
New +$107K 0.06% 170

Other funds holding ESSC

SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 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
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Values First Advisors increased its Eventide Small Cap ETF (ESSC) stake by 47% in Q2 2026, buying an estimated $57.3K and bringing the position to 6,137 shares worth $195K. The position accounts for 0.09% of the portfolio, ranked #171.

Values First Advisors first reported a position in ESSC in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold ESSC as of Q2 2026.

  • Values First Advisors held 6,137 shares of Eventide Small Cap ETF worth $195K as of Q2 2026.
  • Values First Advisors bought 1,961 Eventide Small Cap ETF shares in Q2 2026, an estimated $57.3K.
  • Eventide Small Cap ETF made up 0.09% of Values First Advisors's portfolio in Q2 2026, its #171 holding.
  • Values First Advisors first reported a position in Eventide Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q2 2026.

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