CoreCap Advisors’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

CoreCap Advisors’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	$117K	Buy	3,221 +1,484	+85%	+$54.2K	﹤0.01%	1047
2026 Q2	$60.8K	Buy	1,737 +548	+46%	+$18.8K	﹤0.01%	1323
2026 Q1	$38.1K	Buy	1,189 +745	+168%	+$24.6K	﹤0.01%	1425
2025 Q4	$14.2K	Buy	444 +252	+131%	+$7.97K	﹤0.01%	1819
2025 Q3	$6.04K	Buy	+192	New	+$5.9K	﹤0.01%	2124

Other funds holding EVUS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

CoreCap Advisors's EVUS Position: Q3 2026 in Review

CoreCap Advisors increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 85% in Q3 2026, buying an estimated $54.2K and bringing the position to 3,221 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

CoreCap Advisors first reported a position in EVUS in Q3 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold EVUS as of Q3 2026.

CoreCap Advisors held 3,221 shares of iShares ESG Aware MSCI USA Value ETF worth $117K as of Q3 2026.
CoreCap Advisors bought 1,484 iShares ESG Aware MSCI USA Value ETF shares in Q3 2026, an estimated $54.2K.
iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1047 holding.
CoreCap Advisors first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 5 quarters since.
34 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.