Cassaday & Co Wealth Management’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$434K	Buy	14,425 +1,515	+12%	+$45.6K	0.01%	223
2025 Q1	$378K	Hold	12,910	–	–	0.01%	224
2024 Q4	$371K	Buy	+12,910	New	+$371K	0.01%	221