Superior Planning, LLC’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Superior Planning, LLC’s Portfolio EVUS Stock Details EVUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$83K	Buy	+2,290	New	+$83.6K	0.03%	264

Other funds holding EVUS

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

eCIO Inc Madison, Wisconsin $289M AUM 5.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Superior Planning, LLC's EVUS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares ESG Aware MSCI USA Value ETF (EVUS) in Q3 2026: 2,290 shares worth $83K. The stake represents 0.03% of the portfolio and ranks #264 among its holdings.

100 funds tracked by Wall St. Rank hold EVUS as of Q3 2026.

Superior Planning, LLC held 2,290 shares of iShares ESG Aware MSCI USA Value ETF worth $83K as of Q3 2026.
iShares ESG Aware MSCI USA Value ETF was a new Superior Planning, LLC position in Q3 2026.
iShares ESG Aware MSCI USA Value ETF made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #264 holding.
100 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.