AssetMark Inc’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

AssetMark Inc’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	$2.69M	Sell	74,070 -1,016	-1%	-$37.1K	﹤0.01%	880
2026 Q2	$2.64M	Sell	75,086 -7	-0%	-$240	﹤0.01%	890
2026 Q1	$2.39M	Sell	75,093 -8,877	-11%	-$293K	﹤0.01%	847
2025 Q4	$2.69M	Buy	83,970 +31,416	+60%	+$994K	0.01%	787
2025 Q3	$1.65M	Buy	+52,554	New	+$1.61M	﹤0.01%	868

Other funds holding EVUS

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

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

AssetMark Inc's EVUS Position: Q3 2026 in Review

AssetMark Inc reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 1.4% in Q3 2026, selling an estimated $37.1K and leaving 74,070 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #880.

AssetMark Inc first reported a position in EVUS in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.69M in Q4 2025. 46 funds tracked by Wall St. Rank hold EVUS as of Q3 2026.

AssetMark Inc held 74,070 shares of iShares ESG Aware MSCI USA Value ETF worth $2.69M as of Q3 2026.
AssetMark Inc sold 1,016 iShares ESG Aware MSCI USA Value ETF shares in Q3 2026, an estimated $37.1K.
iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #880 holding.
AssetMark Inc first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 5 quarters since.
AssetMark Inc's iShares ESG Aware MSCI USA Value ETF position peaked at $2.69M in Q4 2025.
46 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.