Values First Advisors’s Eventide US Market ETF ESUM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.26M	Buy	74,658 +35,025	+88%	+$1.07M	1.06%	23
2026 Q2	$1.21M	Buy	39,633 +9,262	+30%	+$267K	0.55%	55
2026 Q1	$795K	Sell	30,371 -4,228	-12%	-$115K	0.41%	67
2025 Q4	$932K	Buy	34,599 +15,912	+85%	+$432K	0.48%	65
2025 Q3	$508K	Buy	18,687 +5,671	+44%	+$151K	0.27%	102
2025 Q2	$338K	Buy	13,016 +3,233	+33%	+$78.3K	0.18%	139
2025 Q1	$231K	Buy	+9,783	New	+$241K	0.13%	153

Other funds holding ESUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $154M AUM 8.16% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Values First Advisors's ESUM Position: Q3 2026 in Review

Values First Advisors increased its Eventide US Market ETF (ESUM) stake by 88% in Q3 2026, buying an estimated $1.07M and bringing the position to 74,658 shares worth $2.26M. The position accounts for 1.06% of the portfolio, ranked #23.

Values First Advisors first reported a position in ESUM in Q1 2025 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold ESUM as of Q3 2026.

Values First Advisors held 74,658 shares of Eventide US Market ETF worth $2.26M as of Q3 2026.
Values First Advisors bought 35,025 Eventide US Market ETF shares in Q3 2026, an estimated $1.07M.
Eventide US Market ETF made up 1.06% of Values First Advisors's portfolio in Q3 2026, its #23 holding.
Values First Advisors first reported a position in Eventide US Market ETF in Q1 2025 and has held it in 7 quarters since.
15 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.