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 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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SEM

Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

PFG

PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Values First Advisors's ESUM Position: Q1 2026 in Review

Values First Advisors reduced its Eventide US Market ETF (ESUM) stake by 12% in Q1 2026, selling an estimated $115K and leaving 30,371 shares worth $795K. The position accounts for 0.41% of the portfolio, ranked #67.

Values First Advisors first reported a position in ESUM in Q1 2025 and has held it in 5 quarters since. The position peaked at $932K in Q4 2025. 38 funds tracked by Wall St. Rank hold ESUM as of Q1 2026.

Values First Advisors held 30,371 shares of Eventide US Market ETF worth $795K as of Q1 2026.
Values First Advisors sold 4,228 Eventide US Market ETF shares in Q1 2026, an estimated $115K.
Eventide US Market ETF made up 0.41% of Values First Advisors's portfolio in Q1 2026, its #67 holding.
Values First Advisors first reported a position in Eventide US Market ETF in Q1 2025 and has held it in 5 quarters since.
Values First Advisors's Eventide US Market ETF position peaked at $932K in Q4 2025.
38 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.