Cornerstone Planning Group
EVUS icon

Cornerstone Planning Group’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Cornerstone Planning Group’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 		$293K Sell
7,929
-139
-2% -$5.08K 0.04% 135
2026
Q2 		$287K Buy
8,068
+773
+11% +$26.5K 0.04% 136
2026
Q1 		$251K Buy
7,295
+7,194
+7,123% +$237K 0.03% 149
2025
Q4 		$3.36K Buy
+101
New +$3.2K ﹤0.01% 1077

Other funds holding EVUS

AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
Affiance Financial
Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
ZS
Zenith Solutions Philadelphia, Pennsylvania $112M AUM
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $432M AUM 12.54% 1-Year Est. Return
RFP
RCS Financial Planning Annapolis, Maryland $185M AUM 12.2% 1-Year Est. Return

Cornerstone Planning Group's EVUS Position: Q3 2026 in Review

Cornerstone Planning Group reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 1.7% in Q3 2026, selling an estimated $5.08K and leaving 7,929 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #135.

Cornerstone Planning Group first reported a position in EVUS in Q4 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold EVUS as of Q3 2026.

  • Cornerstone Planning Group held 7,929 shares of iShares ESG Aware MSCI USA Value ETF worth $293K as of Q3 2026.
  • Cornerstone Planning Group sold 139 iShares ESG Aware MSCI USA Value ETF shares in Q3 2026, an estimated $5.08K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.04% of Cornerstone Planning Group's portfolio in Q3 2026, its #135 holding.
  • Cornerstone Planning Group first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.