AIM
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Archer Investment Management’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Archer Investment Management’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
Q2 		$2.58M Buy
73,379
+30,995
+73% +$1.06M 0.88% 30
2026
Q1 		$1.35M Buy
42,384
+34,157
+415% +$1.13M 0.57% 47
2025
Q4 		$264K Buy
+8,227
New +$260K 0.14% 104

Other funds holding EVUS

AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Archer Investment Management's EVUS Position: Q2 2026 in Review

Archer Investment Management increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 73% in Q2 2026, buying an estimated $1.06M and bringing the position to 73,379 shares worth $2.58M. The position accounts for 0.88% of the portfolio, ranked #30.

Archer Investment Management first reported a position in EVUS in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Archer Investment Management held 73,379 shares of iShares ESG Aware MSCI USA Value ETF worth $2.58M as of Q2 2026.
  • Archer Investment Management bought 30,995 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $1.06M.
  • iShares ESG Aware MSCI USA Value ETF made up 0.88% of Archer Investment Management's portfolio in Q2 2026, its #30 holding.
  • Archer Investment Management first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Archer Investment Management's 13F filing for Q2 2026, filed 7 Jul 2026.