ESUM

Investor Moves

Name	Value	Action	Change	Price	Current Price
Ken GriffinCitadel Advisors $-554.9K ExitQ3 2025 $555k -- --

Trade ESUM

About Eventide US Market ETF

The Eventide US Market ETF (ESUM) is an actively managed fund that invests in a wide range of U.S. stocks, targeting both growth and value companies throughout the entire American market. A key part of its investment strategy involves stringent Environmental, Social, and Governance (ESG) screening, which means it specifically excludes businesses in industries like gambling, tobacco, adult entertainment, alcohol, and weapons, among others. The fund combines detailed fundamental analysis with data-driven quantitative methods to make its investment choices. Its goal is to replicate the returns of the Bloomberg U.S. 3000 Total Return Index, while specifically backing companies that adhere to socially conscious and faith-based values.

CEO: Tyler Frugia
IPO Date: Dec 17, 2024

Market Data

Open: $30.09
High: $30.13
Low: $29.99
Volume: 21.2K
Avg Volume: 32.8K
52W High: $30.36
52W Low: $25.04

Valuation

Market Cap: $141M
Dividend Yield: 23.5%

Financials

Financial statement snapshot is not available yet.

Events

DividendMar 30

$0.043