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Horst & Graben Wealth Management’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Horst & Graben 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
Q2 		$1.4M Buy
39,669
+1,040
+3% +$35.7K 0.18% 75
2026
Q1 		$1.3M Sell
38,629
-641
-2% -$21.1K 0.18% 70
2025
Q4 		$1.26M Buy
39,270
+14,066
+56% +$445K 0.19% 67
2025
Q3 		$793K Buy
+25,204
New +$774K 0.12% 89

Other funds holding EVUS

Envestnet Portfolio Solutions
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
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Horst & Graben Wealth Management's EVUS Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 2.7% in Q2 2026, buying an estimated $35.7K and bringing the position to 39,669 shares worth $1.4M. The position accounts for 0.18% of the portfolio, ranked #75.

Horst & Graben Wealth Management first reported a position in EVUS in Q3 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Horst & Graben Wealth Management held 39,669 shares of iShares ESG Aware MSCI USA Value ETF worth $1.4M as of Q2 2026.
  • Horst & Graben Wealth Management bought 1,040 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $35.7K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.18% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Horst & Graben Wealth Management first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.