Larson Financial Group
EVUS icon

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
Q3 		$118K Buy
3,257
+155
+5% +$5.66K ﹤0.01% 1167
2026
Q2 		$109K Hold
3,102
– – ﹤0.01% 1138
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
eCIO Inc
eCIO Inc Madison, Wisconsin $289M AUM 5.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

Larson Financial Group increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 5% in Q3 2026, buying an estimated $5.66K and bringing the position to 3,257 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Larson Financial Group first reported a position in EVUS in Q3 2024 and has held it in 9 quarters since. 72 funds tracked by Wall St. Rank hold EVUS as of Q3 2026.

  • Larson Financial Group held 3,257 shares of iShares ESG Aware MSCI USA Value ETF worth $118K as of Q3 2026.
  • Larson Financial Group bought 155 iShares ESG Aware MSCI USA Value ETF shares in Q3 2026, an estimated $5.66K.
  • iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1167 holding.
  • Larson Financial Group first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2024 and has held it in 9 quarters since.
  • 72 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.