Mather Group
EVUS icon

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
Q3 		$13.2K Buy
363
+18
+5% +$657 ﹤0.01% 1573
2026
Q2 		$12.1K Buy
345
+31
+10% +$1.06K ﹤0.01% 1451
2026
Q1 		$10K 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

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
Affiance Financial
Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Mather Group's EVUS Position: Q3 2026 in Review

Mather Group increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 5.2% in Q3 2026, buying an estimated $657 and bringing the position to 363 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Mather Group first reported a position in EVUS in Q3 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold EVUS as of Q3 2026.

  • Mather Group held 363 shares of iShares ESG Aware MSCI USA Value ETF worth $13.2K as of Q3 2026.
  • Mather Group bought 18 iShares ESG Aware MSCI USA Value ETF shares in Q3 2026, an estimated $657.
  • iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1573 holding.
  • Mather Group first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.