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Strategy Shares - Eventide US Market ETF(ESUM)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ESUM
10/28/2026: ESUM (2-star) is currently NOT-A-BUY. Pass it for now.
ESUM provides exposure to U.S. large-cap equities through an actively managed, values-based approach that filters for Biblically Responsible Investing criteria. Its main strength lies in its ability to offer a portfolio that adheres to ethical standards, which differentiates it from standard broad-market indices. It is most suitable for long-term investors seeking to align their capital with their values, though it should be noted that its 0.55% expense ratio is higher than passive index alternatives. Potential investors should monitor its tracking error relative to the broader market and ensure the fee structure fits their investment goals.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The portfolio focuses on established, growing U.S. companies that align with the fund's ethical mandates. |
| Momentum investor | Mixed fit | Momentum may be inconsistent due to the active, values-driven selection process rather than trend-following. |
| Value investor | Mixed fit | While some holdings may be undervalued, the primary selection is guided by ethical values rather than valuation metrics. |
| Dividend/Income investor | Weak fit | The fund focuses on capital appreciation and does not prioritize a high dividend yield. |
| Low-risk investor | Weak fit | As a 100% equity fund, it remains subject to standard market volatility and equity risk. |
Investor Profile
Ideal Investor Profile
Investors seeking U.S. large-cap exposure who specifically prioritize faith-based or ethical investment criteria.
Suitability
Best for long-term investors comfortable with active management fees who value alignment with personal beliefs over minimizing costs.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity investments inherently carry the risk of market-wide price swings. |
| Market risk | Medium / high | The fund's performance is closely tied to the overall performance of the U.S. equity market. |
| Concentration | Medium | Ethical screens may inadvertently tilt the portfolio toward or away from specific sectors. |
| Tracking/expense | Medium | The active expense ratio and potential for deviation from the benchmark increase costs. |
| Liquidity | Medium / high | Lower trading volumes relative to massive index ETFs can make exiting large positions more costly. |
| Business/sector quality | Low | The firm selects high-quality businesses, reducing long-term fundamental business risk. |
Risk Analysis
Volatility
ESUM exhibits volatility consistent with the broader large-cap U.S. equity market, though active management may occasionally dampen or amplify these moves.
Market Risk
The fund is exposed to systemic risks, including interest rate changes, macroeconomic instability, and general equity market downturns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 98 | Provides broad exposure to large, established U.S. companies filtered through specific ethical criteria. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Maintains a small liquidity buffer for operational needs and trade settlement. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 16.43% | Avg. Invested days 91 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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