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

Cassaday & Co Wealth 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 Q3	$446K	Sell	12,313 -253	-2%	-$9.24K	0.01%	251
2026 Q2	$441K	Hold	12,566	–	–	0.01%	247
2026 Q1	$400K	Sell	12,566 -2,159	-15%	-$71.2K	0.01%	247
2025 Q4	$472K	Buy	14,725 +300	+2%	+$9.49K	0.01%	230
2025 Q3	$454K	Hold	14,425	–	–	0.01%	225
2025 Q2	$434K	Buy	14,425 +1,515	+12%	+$43.3K	0.01%	223
2025 Q1	$378K	Hold	12,910	–	–	0.01%	224
2024 Q4	$371K	Buy	+12,910	New	+$387K	0.01%	221

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

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 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

GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return

Cassaday & Co Wealth Management's EVUS Position: Q3 2026 in Review

Cassaday & Co Wealth Management reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 2% in Q3 2026, selling an estimated $9.24K and leaving 12,313 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #251.

Cassaday & Co Wealth Management first reported a position in EVUS in Q4 2024 and has held it in 8 quarters since. The position peaked at $472K in Q4 2025. 105 funds tracked by Wall St. Rank hold EVUS as of Q3 2026.

Cassaday & Co Wealth Management held 12,313 shares of iShares ESG Aware MSCI USA Value ETF worth $446K as of Q3 2026.
Cassaday & Co Wealth Management sold 253 iShares ESG Aware MSCI USA Value ETF shares in Q3 2026, an estimated $9.24K.
iShares ESG Aware MSCI USA Value ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #251 holding.
Cassaday & Co Wealth Management first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2024 and has held it in 8 quarters since.
Cassaday & Co Wealth Management's iShares ESG Aware MSCI USA Value ETF position peaked at $472K in Q4 2025.
105 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.