Ashton Thomas Private Wealth
EVUS icon

Ashton Thomas Private Wealth’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Ashton Thomas Private Wealth’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 		$288K Buy
7,942
+240
+3% +$8.76K 0.01% 1026
2026
Q2 		$270K Buy
7,702
+6,654
+635% +$228K 0.01% 1027
2026
Q1 		$33.4K Buy
+1,048
New +$34.6K ﹤0.01% 1310

Other funds holding EVUS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
eCIO Inc
eCIO Inc Madison, Wisconsin $289M AUM 5.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Avise Financial Cooperative
Avise Financial Cooperative Los Angeles, California $143M AUM 12.83% 1-Year Est. Return

Ashton Thomas Private Wealth's EVUS Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 3.1% in Q3 2026, buying an estimated $8.76K and bringing the position to 7,942 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #1026.

Ashton Thomas Private Wealth first reported a position in EVUS in Q1 2026 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold EVUS as of Q3 2026.

  • Ashton Thomas Private Wealth held 7,942 shares of iShares ESG Aware MSCI USA Value ETF worth $288K as of Q3 2026.
  • Ashton Thomas Private Wealth bought 240 iShares ESG Aware MSCI USA Value ETF shares in Q3 2026, an estimated $8.76K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #1026 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares ESG Aware MSCI USA Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.