Key Capital Management’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Key Capital 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 Q3	$1.49K	Hold	41	–	–	﹤0.01%	637
2026 Q2	$1.44K	Hold	41	–	–	﹤0.01%	625
2026 Q1	$1.3K	Sell	41 -6	-13%	-$198	﹤0.01%	581
2025 Q4	$1.51K	Buy	+47	New	+$1.49K	﹤0.01%	408

Other funds holding EVUS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

eCIO Inc Madison, Wisconsin $289M AUM 5.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Avise Financial Cooperative Los Angeles, California $143M AUM 12.83% 1-Year Est. Return

Key Capital Management's EVUS Position: Q3 2026 in Review

Key Capital Management held its iShares ESG Aware MSCI USA Value ETF (EVUS) position steady in Q3 2026 at 41 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Key Capital Management first reported a position in EVUS in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.51K in Q4 2025. 82 funds tracked by Wall St. Rank hold EVUS as of Q3 2026.

Key Capital Management held 41 shares of iShares ESG Aware MSCI USA Value ETF worth $1.49K as of Q3 2026.
Key Capital Management left its iShares ESG Aware MSCI USA Value ETF share count unchanged in Q3 2026.
iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #637 holding.
Key Capital Management first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2025 and has held it in 4 quarters since.
Key Capital Management's iShares ESG Aware MSCI USA Value ETF position peaked at $1.51K in Q4 2025.
82 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.