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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Larson Financial Group's EVUS Position: Q2 2026 in Review

Larson Financial Group held its iShares ESG Aware MSCI USA Value ETF (EVUS) position steady in Q2 2026 at 3,102 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Larson Financial Group first reported a position in EVUS in Q3 2024 and has held it in 8 quarters since. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

Larson Financial Group held 3,102 shares of iShares ESG Aware MSCI USA Value ETF worth $109K as of Q2 2026.
Larson Financial Group left its iShares ESG Aware MSCI USA Value ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1138 holding.
Larson Financial Group first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2024 and has held it in 8 quarters since.
129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.