Contango Wealth Management’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Contango 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 Q1	$231K	Buy	+7,258	New	+$239K	0.27%	49

Other funds holding EVUS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Contango Wealth Management's EVUS Position: Q1 2026 in Review

Contango Wealth Management opened a new position in iShares ESG Aware MSCI USA Value ETF (EVUS) in Q1 2026: 7,258 shares worth $231K. The stake represents 0.27% of the portfolio and ranks #49 among its holdings.

112 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

Contango Wealth Management held 7,258 shares of iShares ESG Aware MSCI USA Value ETF worth $231K as of Q1 2026.
iShares ESG Aware MSCI USA Value ETF was a new Contango Wealth Management position in Q1 2026.
iShares ESG Aware MSCI USA Value ETF made up 0.27% of Contango Wealth Management's portfolio in Q1 2026, its #49 holding.
112 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on Contango Wealth Management's 13F filing for Q1 2026, filed 9 Jun 2026.