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

Merit 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 		$1.42M Buy
40,336
+4,452
+12% +$153K 0.01% 899
2026
Q1 		$1.14M Buy
35,884
+6,039
+20% +$199K 0.01% 921
2025
Q4 		$956K Buy
29,845
+15,733
+111% +$498K 0.01% 973
2025
Q3 		$444K Buy
+14,112
New +$433K ﹤0.01% 1253

Other funds holding EVUS

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
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Merit Financial Group increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 12% in Q2 2026, buying an estimated $153K and bringing the position to 40,336 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #899.

Merit Financial Group first reported a position in EVUS in Q3 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Merit Financial Group held 40,336 shares of iShares ESG Aware MSCI USA Value ETF worth $1.42M as of Q2 2026.
  • Merit Financial Group bought 4,452 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $153K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #899 holding.
  • Merit Financial Group first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.