Whitaker-Myers Wealth Managers’s Eventide Large Cap Growth ETF ESLG Stock Holding History

Whitaker-Myers Wealth Managers’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 Q3	$465K	Sell	16,370 -127	-0.8%	-$3.61K	0.08%	86
2026 Q2	$474K	Buy	16,497 +1,477	+10%	+$39.2K	0.08%	90
2026 Q1	$351K	Buy	15,020 +2,994	+25%	+$73.7K	0.07%	96
2025 Q4	$300K	Buy	+12,026	New	+$303K	0.06%	102

Other funds holding ESLG

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

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

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

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Whitaker-Myers Wealth Managers's ESLG Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its Eventide Large Cap Growth ETF (ESLG) stake by 0.77% in Q3 2026, selling an estimated $3.61K and leaving 16,370 shares worth $465K. The position accounts for 0.08% of the portfolio, ranked #86.

Whitaker-Myers Wealth Managers first reported a position in ESLG in Q4 2025 and has held it in 4 quarters since. The position peaked at $474K in Q2 2026. 10 funds tracked by Wall St. Rank hold ESLG as of Q3 2026.

Whitaker-Myers Wealth Managers held 16,370 shares of Eventide Large Cap Growth ETF worth $465K as of Q3 2026.
Whitaker-Myers Wealth Managers sold 127 Eventide Large Cap Growth ETF shares in Q3 2026, an estimated $3.61K.
Eventide Large Cap Growth ETF made up 0.08% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #86 holding.
Whitaker-Myers Wealth Managers first reported a position in Eventide Large Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
Whitaker-Myers Wealth Managers's Eventide Large Cap Growth ETF position peaked at $474K in Q2 2026.
10 funds tracked by Wall St. Rank held Eventide Large Cap Growth ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.