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

Larson 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
Q1 		$98.7K Buy
3,102
+36
+1% +$1.19K ﹤0.01% 1004
2025
Q4 		$98.2K Buy
3,066
+2,088
+213% +$66.1K ﹤0.01% 939
2025
Q3 		$30.8K Sell
978
-431
-31% -$13.2K ﹤0.01% 1407
2025
Q2 		$42.4K Buy
1,409
+37
+3% +$1.06K ﹤0.01% 1140
2025
Q1 		$40.2K Buy
1,372
+2
+0.1% +$59 ﹤0.01% 1108
2024
Q4 		$39.4K Buy
1,370
+556
+68% +$16.7K ﹤0.01% 972
2024
Q3 		$24.4K Buy
+814
New +$23.2K ﹤0.01% 1127

Other funds holding EVUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Larson Financial Group's EVUS Position: Q1 2026 in Review

Larson Financial Group increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 1.2% in Q1 2026, buying an estimated $1.19K and bringing the position to 3,102 shares worth $98.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Larson Financial Group first reported a position in EVUS in Q3 2024 and has held it in 7 quarters since. 112 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

  • Larson Financial Group held 3,102 shares of iShares ESG Aware MSCI USA Value ETF worth $98.7K as of Q1 2026.
  • Larson Financial Group bought 36 iShares ESG Aware MSCI USA Value ETF shares in Q1 2026, an estimated $1.19K.
  • iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1004 holding.
  • Larson Financial Group first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.