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

Mather 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 		$9.99K Buy
+314
New +$10.4K ﹤0.01% 1455
2025
Q4 		– Sell
-164
Closed -$5.16K – 961
2025
Q3 		$5.16K Buy
+164
New +$5.04K ﹤0.01% 1387

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 $71.6B AUM 21.08% 1-Year Est. Return

Mather Group's EVUS Position: Q1 2026 in Review

Mather Group opened a new position in iShares ESG Aware MSCI USA Value ETF (EVUS) in Q1 2026: 314 shares worth $9.99K. The stake represents ﹤0.01% of the portfolio and ranks #1455 among its holdings. This is a return to the name: Mather Group previously reported a position in EVUS as recently as Q3 2025.

Mather Group first reported a position in EVUS in Q3 2025 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

  • Mather Group held 314 shares of iShares ESG Aware MSCI USA Value ETF worth $9.99K as of Q1 2026.
  • iShares ESG Aware MSCI USA Value ETF was a new Mather Group position in Q1 2026.
  • iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1455 holding.
  • Mather Group first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.