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

Farther Finance 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 		$673K Sell
18,565
-727
-4% -$26.5K ﹤0.01% 1367
2026
Q2 		$677K Buy
19,292
+4,425
+30% +$152K 0.01% 1336
2026
Q1 		$476K Buy
14,867
+4,418
+42% +$146K ﹤0.01% 1427
2025
Q4 		$335K Buy
10,449
+9,031
+637% +$286K ﹤0.01% 1574
2025
Q3 		$44.6K Buy
+1,418
New +$43.5K ﹤0.01% 2509

Other funds holding EVUS

AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
SWM
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
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Farther Finance Advisors's EVUS Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 3.8% in Q3 2026, selling an estimated $26.5K and leaving 18,565 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Farther Finance Advisors first reported a position in EVUS in Q3 2025 and has held it in 5 quarters since. The position peaked at $677K in Q2 2026. 11 funds tracked by Wall St. Rank hold EVUS as of Q3 2026.

  • Farther Finance Advisors held 18,565 shares of iShares ESG Aware MSCI USA Value ETF worth $673K as of Q3 2026.
  • Farther Finance Advisors sold 727 iShares ESG Aware MSCI USA Value ETF shares in Q3 2026, an estimated $26.5K.
  • iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1367 holding.
  • Farther Finance Advisors first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's iShares ESG Aware MSCI USA Value ETF position peaked at $677K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q3 2026.

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