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Fiduciary Financial Group’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Fiduciary Financial 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 		$329K Sell
9,079
-594
-6% -$21.7K 0.04% 277
2026
Q2 		$340K Buy
+9,673
New +$332K 0.04% 274

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RFP
RCS Financial Planning Annapolis, Maryland $185M AUM 12.2% 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

Fiduciary Financial Group's EVUS Position: Q3 2026 in Review

Fiduciary Financial Group reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 6.1% in Q3 2026, selling an estimated $21.7K and leaving 9,079 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #277.

Fiduciary Financial Group first reported a position in EVUS in Q2 2026 and has held it in 2 quarters since. The position peaked at $340K in Q2 2026. 12 funds tracked by Wall St. Rank hold EVUS as of Q3 2026.

  • Fiduciary Financial Group held 9,079 shares of iShares ESG Aware MSCI USA Value ETF worth $329K as of Q3 2026.
  • Fiduciary Financial Group sold 594 iShares ESG Aware MSCI USA Value ETF shares in Q3 2026, an estimated $21.7K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.04% of Fiduciary Financial Group's portfolio in Q3 2026, its #277 holding.
  • Fiduciary Financial Group first reported a position in iShares ESG Aware MSCI USA Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Fiduciary Financial Group's iShares ESG Aware MSCI USA Value ETF position peaked at $340K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.