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Charter Oak Capital Management’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Charter Oak Capital 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
Q1 		$248K Hold
7,794
– – 0.02% 179
2025
Q4 		$250K Buy
7,794
+663
+9% +$21K 0.02% 186
2025
Q3 		$224K Buy
+7,131
New +$219K 0.02% 192

Other funds holding EVUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Charter Oak Capital Management's EVUS Position: Q1 2026 in Review

Charter Oak Capital Management held its iShares ESG Aware MSCI USA Value ETF (EVUS) position steady in Q1 2026 at 7,794 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #179.

Charter Oak Capital Management first reported a position in EVUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $250K in Q4 2025. 112 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

  • Charter Oak Capital Management held 7,794 shares of iShares ESG Aware MSCI USA Value ETF worth $248K as of Q1 2026.
  • Charter Oak Capital Management left its iShares ESG Aware MSCI USA Value ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA Value ETF made up 0.02% of Charter Oak Capital Management's portfolio in Q1 2026, its #179 holding.
  • Charter Oak Capital Management first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Charter Oak Capital Management's iShares ESG Aware MSCI USA Value ETF position peaked at $250K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.