Eventide International ETF (ESIM) is an international equity fund managed by Eventide Asset Management, LLC, designed to provide exposure to non-US companies selected through the firm’s value-creating process. The fund seeks to track or approximate the performance of a broad ex-US equity benchmark while emphasizing companies that align with the adviser’s values-based screening criteria.
Main products and services
- Core investment vehicle: ESIM, a systematic international equity exchange-traded fund that holds a diversified basket of non-US stocks; seeks exposure to developed and emerging markets outside the United States.
- Product scope: equity securities including common stock traded on U.S. and foreign exchanges and American Depositary Receipts (ADRs); targets a multi-country allocation with emphasis on ex-US opportunities identified via Eventide’s Business 360 framework.
- Portfolio construction services: ongoing security selection and risk management guided by Eventide’s values-based screening criteria, aiming to create stakeholder value across customers, employees, suppliers, communities, and the environment.
- Support and access services: provides liquidity and standard ETF trading features through NYSE Arca, with transparent daily NAV and market price signals for investors.
Geographic and market context
- Geographic focus: international markets outside the United States, with allocations spanning multiple countries outside the US to achieve diversified exposure; includes both developed and emerging markets.
- Market positioning: aligns with investors seeking international exposure within a faith-aligned or values-driven framework, expanding Eventide’s range beyond its US-centric product line.
Company background and structure
- Founding year and headquarters: Eventide Asset Management, LLC operates ESIM as part of its ETF lineup; company is based in the United States, with strategic product development aligned to its Mission to invest with a values-driven approach.
- Subsidiaries and affiliations: ESIM is managed by Eventide Asset Management, leveraging the firm’s investment philosophy and research processes; the ETF is distributed through standard U.S. market channels and partners.
Latest major changes
- Product launches and fund formation: ESIM marks Eventide’s first dedicated international ETF, expanding the firm’s product suite beyond domestic strategies; launched in late 2025 with trading availability anticipated to begin in December 2025 [source details indicate initial filing approval and launch timing]. This represents a strategic shift from US-focused investing to a broader global reach.
- Strategic evolution: introduction of an international equity ETF complements Eventide’s systematic ETF approach, broadening access to non-US value-oriented opportunities and diversifying client offerings in the ETF space.
- Operational and market developments: early 2026 reporting indicates ESIM has established a diversified international holdings base (100–102 holdings cited across sources), with top positions in global names reflecting the fund’s ex-US tilt; ongoing updates show a growing total net assets base and a continued focus on international exposure.
Industry context and investor suitability
- Industry and segment: standalone international equity ETF within the broader ETF and asset management industry; part of Eventide’s systematic ETF family, emphasizing values-based investment criteria.
- Target customers: individual and institutional investors seeking international exposure aligned with values-based screening; advisers and wealth managers incorporating ex-US equities into client portfolios.
- Investment approach: long-only strategy guided by Eventide’s Business 360 framework, aiming to identify durable value creation across stakeholders in international markets.
Note: Information is derived from publicly available disclosures concerning ESIM’s inception, structure, and positioning as Eventide’s inaugural international ETF, including its launch timeline and portfolio characteristics. Specific holdings, allocation percentages, and fund metrics are updated periodically by the issuer and exchange data feeds.